PORTLAND, Ore., February 22, 2013—Financial Beginnings, a Portland-based nonprofit that provides free financial education programs, introduced over 500 high school students and young adults to the basics of money through two events on February 20th.
On the morning of February 20th several of Financial Beginnings’ dedicated volunteers and a group of JP Morgan Chase employees went to Southridge High School in Beaverton. The volunteers taught 90-minute sessions in 16 different classrooms covering finance topics such as banking, credit, budgeting, risk management and investing; over 400 high school seniors participated. The classes about money were delivered by request from the students themselves and taught during their advisory period, which covers topics that help prepare them for life after high school.
In the evening, Financial Beginnings and The Oregonian hosted Unraveling the Mysteries of Your Money at Portland State University. This panel’s topic was entitled, Positioning Yourself for Success: Financial Planning for Gen Y. Over 100 individuals were in attendance to ask questions that were answered by a panel of financial professionals including: William J. Bernstein of Efficient Frontier Advisors, Christopher Porter of Merrill Lynch, Josh Reich of Simple.com, and Mark Strauss of Leonard Adams Insurance.
Unraveling the Mysteries of Your Money is a series of free forums open to the general public. These forums offer expert panelists who field questions and discuss finance topics that are relevant and important in today’s economy. They are organized and hosted by Financial Beginnings in partnership with The Oregonian newspaper and Brent Hunsberger, writer of the It’s Only Money column on personal finance, and who serves as the moderator of the forums. OnPoint Community Credit Union is the title sponsor of the Unraveling the Mysteries of Your Money 2012/13 series.
Next forum:
Positioning Your Family for Success: Financial Planning for Young Families
Wednesday April 24, 2013 6:30-8pm at the Tigard Library
Panelists:
Joyce DeMonnin, Public Outreach Director at AARP
Terry A. Donahe, Certified Financial Planner at Cascade Wealth
Nelson Rutherford, CPA and CFP at Alten, Sakai & Co.
David C. Streicher, Attorney and CPA at Black Helterline LLP
For more information about the Unraveling the Mysteries of Your Money panel series, visit: http://www.FinancialBeginnings.com/Unraveling-the-Mysteries-of-Your-Money/
About Financial Beginnings
Formed in 2005 and based in Portland, OR, Financial Beginnings is a nonprofit organization that provides free financial education programs throughout the Pacific Northwest. Financial Beginnings’ largest program educates youth and young adults in the basics of personal finance through visits to schools or community groups. Financial Beginnings’ courses incorporate all aspects of personal finance to provide individuals the foundation needed to make informed financial decisions. More information is available at www.financialbeginnings.org.
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