Broker Check
16 June
Finance 101 ~ Summer Sessions

Description

SESSION DATES AND TOPICS

• Tuesday June 16th 1:00pm MST - BUDGET

• Tuesday June 30th 1:00pm MST - DEBT

• Tuesday July 14th 1:00pm MST - INVESTMENTS

• Tuesday July 28th 1:00pm MST - INSURANCE


REGISTER HERE → 
FINANCE 101 ~ SUMMER SESSIONS


WILL YOU SINK… OR SWIM?

Learning to manage money is a lot like learning how to swim.

Without guidance, most people end up simply trying to stay afloat—figuring things out as they go.
With the right instruction, you can gain confidence, control, and direction.

It’s no surprise that so many young adults ask:
“Why didn’t they teach us this in school?”

That’s exactly why we’re hosting a Finance 101 Summer Series—designed specifically for young adults (ages 17–25) who are stepping into financial independence.

Over four virtual sessions, Casey will cover the four essential building blocks of personal finance:

  • Budget - Stop wondering where your money went!
  • Debt - Flip the script. Make debt work for YOU!
  • Investments - Set it and forget it. Your future self will thank you!  
  • Insurance - Because life happens! Stay covered and keep it moving. 

Each session is practical, approachable, and focused on real-life decisions you’re facing now (or soon will be).

Participants can attend individual sessions, but will benefit most from attending all four.

WHO SHOULD ATTEND?

Young adults who are:

  • Heading off to college
  • Starting their first "big" job
  • Beginning to manage money on their own

SO... ARE YOU READY TO DIVE IN? REGISTER TODAY!

Is there someone else in your life who could benefit from discussing these topics? We’d love for you to extend this invite to them. Let's make it a party!

Date and Time

June 16, 2026 - July 29, 2026

1:00p - 2:30p MST

Location

Virtual Webinar via Zoom

Note

Please register via Zoom by following the link provided. By registering once, you will be signed up for ALL of the sessions in the series.

P43DT1H30M

This webinar series is intended for informational purposes only and should not be used as the primary basis for an investment decision. Consult a financial professional for your personal situation. 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. LOTUS Financial Partners and Cambridge are not affiliated. 

Event Registration

Will you be able to attend this event?