One free drink of choice and light snacks will be provided.
Figuring out finances, taxes, and legal stuff can feel like “real adulting”—but you don’t have to do it alone. Join us for a laid-back Open Table Discussion where a CPA, a lawyer, and a financial planner will break things down in plain language and answer your questions.
Topics of conversation include, but are not limited to:
Individual Retirement Accounts (Roth, 401k)
Health Savings Accounts
Beneficiaries
Taxes 101: what you really need to know
Protecting yourself legally (think wills, powers of attorney, payable & transfer on death)
This isn’t a boring seminar, it’s an interactive, open conversation designed for young adults who want to feel more confident about money and planning for the future. Bring your questions, your curiosity, and maybe even your favorite “I wish I knew this sooner” story.
Format: Casual roundtable chat with expert advice, peer sharing, and lots of time for Q&A.
Who Should Attend: Young adults (20s–40s) who want to get smart about money, taxes, and legal basics without the jargon.
No prior knowledge needed.
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