NextGen and the Federation recently concluded a three-part Financial Literacy Series that covered the essentials of budgeting, tzedakah, investing and more helping a group of young adults develop practical money management skills and a stronger foundation for the future. 

The first session was on Budgeting and Tzedakah, the second on Investing and the final session – Financial Transition and Retirement -  focused on planning for life's major milestones, from buying a first home and starting a family to preparing for retirement and building a long-term financial roadmap. 

The sessions helped the community members gain practical tools and expert insights to help them navigate their financial world ahead to make more informed financial decisions.

We would like to thank our guest speakers. The first speaker was Eric Schoenfeld, Managing Director, Virginia Market at Prime Financial, our second was Seth Kaplan and Will Davison of Morgan Stanley Wealth Management, and the third speakers were representatives from Heritage Wealth Advisors.