United Way OC

Millennial Money: Wealth Management 101 by Jasmine Tate

After attending “Wealth Management 101,” a financial planning workshop hosted by Orange County United Way Emerging Leaders United I felt relieved, enlightened and a bit overwhelmed. For rising professionals when it comes to financial planning and management everyone has to start somewhere. According to Roger S. Stinnet who co-led the presentation, going back to the basics are a great place to begin. From economics in high school, taking “Success 101” as a freshman in college and lessons from this workshop and others I’ve learned along the way, here are things to keep in mind when preparing for your future financially.

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