Disclosure: Charlotte Parent’s Mom Matters: Financial Literacy for You and Your Child is a sponsored post. Although I was compensated by Charlotte Parent with a payment, product, or something else of value in exchange for writing this post, all thoughts and opinions are my own.
Join me on Friday, June 24th for the next Charlotte Parent magazine’s Mom Matters luncheon to learn how to become more financially savvy — and how to teach your child to do the same.
Sandy Wheat, the Executive Director of the NC Council of Economic Education, will be speaking about teaching your children good financial practices. Also speaking on financial literacy for parents, is Court Creedon, founder of Parent Financial. Court’s firm specializes in helping parents manage money, college savings, monthly budgeting, creating a will and more. After speaking, Sandy and Court will answer your questions on family finances, wise consumer habits, how to raise a money smart child and more!
Sandy and Court will be discussing and answering your questions about:
- When/how to save for college
- The changing insurance needs for moms and dads
- Why a will is important
- The role of a budget and emergency fund
- Opportunities for kids to earn money
- Setting good examples with responsible credit use
- Demonstrating wise consumer habits
- Working with your school system
Friday, June 24, 2016
11:30 AM to 1:30 PM (EDT)
The Ballantyne, a Luxury Collection Hotel, Charlotte
10000 Ballantyne Commons Parkway
Charlotte, NC 28277
Tickets are $20 and include lunch, a goody bag, networking, and a chance at some great door prizes! Use the discount code “MOM5OFF” to receive $5 off the ticket price. Parking is free. Details will be sent to ticket purchasers. Order tickets here.
Featured Speakers:
Sandy Wheat, Executive Director, NC Council on Economic Education
Under her leadership, the NC Council on Economic Education’s program participation has grown exponentially. Sandy has also played an integral role in the incorporation of the NC Jump$tart Coalition for Financial Literacy for Youth. Sandy was recently appointed by Governor McCrory to serve on the North Carolina Financial Literacy Council, which studies financial literacy efforts across the state.
Court Creeden, Founder, Parent Financial
Court is the founder of Parent Financial, a Charlotte-based financial planning firm that advises parents on saving for college, retirement, insurance reviews, and estate planning. Court has been featured in the Wall Street Journal, MSN Money, Dow Jones, Time and multiple parenting magazines for his work with moms and dads.
About Mom Matters:
Mom Matters is an event series from Charlotte Parent that brings moms together to hear from local leaders and specialists. These two-hour luncheons are a dynamic and engaging way for moms to learn new approaches to parenting and family health.
Sponsored By:
Parent Financial is a team of certified financial planners and advisers who provide customized financial plans for parents and families. From how best to save and plan for college, to insurance reviews and retirement analysis they can help you put a clear plan in place for every step along the way. Parent Financial was founded to make sure parents knew that there was a firm dedicated to helping parents make smart financial decisions to protect their family and plan for the future.
Disclosure: The following is a sponsored post. Although I was compensated by Charlotte Parent with a payment, product, or something else of value in exchange for writing this post, all thoughts and opinions are my own.
I think it’s a great thing to instill financial skills and knowledge at an early age. I wish I had that guidance so I wouldn’t have created a lot of financial mistakes early on in adulthood!
This sounds so helpful! Thank you!
Love what they teach! I wish I would have learned a lot of this earlier – it would have helped me a ton financially!
All of this is so important! Especially the saving for college part. My ex-husband & I locked in this great college savings plan for my son when he was first born, but we have been slacking with my youngest. She is 4, so we need to get on that!
This is a great thing to start at an early age! I wish I’d been taught so many more financial things even just during high school. I wish I lived closer! I’d attend for sure.