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Mom Matters

Financial Literacy For You and Your Child

When: June 24, 2016, 11:30am-1:30pm
Where: The Ballantyne Hotel & Lodge, 10000 Ballantyne Commons Parkway (Map)
Tickets: $20
On Sale Now

More Information:

Join us June 24 for our next event, "Financial Literacy for You and Your Child," 11:30am-1:30pm at The Ballantyne Hotel & Lodge. We will be discussing:

  • 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

PLUS, enjoy lunch, networking, goody bags, door prizes and more!

FEATURING:

Court Creeden, Founder, Parent Financial

Court is the founder of Parent Financial, a Charlotte-based financial planning firm that specializes in helping parents manage the complex financial lives of parents. From saving for college, to retirement, insurance reviews, and estate planning, Parent Financial helps parents plan for every step along the way. 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.

Sandy Wheat, Executive Director, NC Council on Economic Education

Sandy Wheat has been employed with the North Carolina Council on Economic Education, NCCEE, since August of 2005. Under her leadership as Executive Director, program participation has grown exponentially and NCCEE has forged partnerships with multiple public agencies. Sandy has also played an integral role in the incorporation of the NC Jump$tart Coalition for Financial Literacy for Youth, serving as the president for three terms and currently serving on the executive committee. Sandy was recently appointed by Governor McCrory to serve on the North Carolina Financial Literacy Council, which studies financial literacy efforts across the state.

In addition to her work with NCCEE, Sandy works with the Church Pension Group to provide financial education workshops and seminars to Episcopal clergy worldwide.



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Sponsorship Opportunities

Get in front of our sought after audience of Charlotte-area moms and be a part of a promotional campaign that extends beyond the actual event. Inquire about Sponsorship Opportunities.

 

Thank you to our Sponsors:

Parent Financial
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Mom Matters is an event series that brings moms together to hear from local leaders and specialists in the fields of wellness, media management and work-life balance. These two-hour luncheons are a dynamic and engaging way for moms to learn new approaches to parenting and family health.

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