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Clayton Wealth Partners Promotes Financial Literacy with TopCity Interns

Clayton Wealth Partners Promotes Financial Literacy with TopCity Interns

Three of our team members did their part to give young professionals a solid head start at a Lunch & Learn presentation for the TopCity Interns program.

The Greater Topeka Partnership launched the TopCity program two years ago to encourage interns to establish their careers in Topeka and Shawnee County. The program is held each summer, with 2019’s kickoff on June 4. About 173 interns are participating this year.­

“Attracting and retaining recent college graduates is important to the region,” said Elizabeth Young, CFP®, one of our firm’s presenters at the Lunch & Learn on July 9. “And making sure they get their future off on the right foot is crucial. Their financial literacy benefits not just the college graduates but the communities in which they end up living.”

Elizabeth, a partner and senior wealth advisor with Clayton Wealth Partners, has a special interest in helping professionals make smart financial choices early in their careers. Her blog articles for young professionals have included such subjects as being strategic in career and choosing spouses wisely.

In addition to Elizabeth, Barbara Duncan, CFP®, partner and senior wealth advisor, and Eric Purcell, associate wealth advisor, presented.

“We feel pretty strongly about getting college graduates off to a healthy financial start,” Barbara said. “Financial literacy is taught at few high schools and universities. Yet our financial decisions—good and bad—can have ramifications for years.”

Eric agreed, adding: “We want to give young professionals the tools they need to make good decisions early on. They have time on their side, and we want to help them maximize it.”

The Lunch & Learn presentation included the six components that every financial plan should include:

  1. Savings, budgeting, emergency funding, and education planning
  2. Risk management and insurance planning
  3. Investment planning
  4. Tax planning
  5. Retirement savings and income planning
  6. Estate planning

The presenters broke down these components into practical ideas and action steps that the interns could start applying to their finances immediately, including budgets, student loans, and housing costs.

The three added that the 50 interns who attended the presentation gave such positive feedback that the trio are looking forward to giving more presentations in the community.

You can reach out to our team members at:

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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