What we're about

If you were born in the 1980s, are adulting successfully, and want to join a community of people working to make more confident, empowering financial decisions, "Money for those Born in the 80s" is for you.

Hosted at a family friendly brewery. First beer on us. 20-minute thought-provoking presentation. 10-minutes of group questions/discussion. Socializing and one-on-one questions about anything money after. The goal is to have fun, connect, learn, and be you!

Topics to Expect:
- Why life goals are more important than money goals.
- Investing with concern for the environment and social progress.
- Learn how to teach your kids about money.
- Why most people suck at investing and how to avoid common mistakes.
- The biggest mistake people make when buying life insurance.
- Tax advantages to having kids.
- Investing like a pro in your 401k.
- Scholorshare 529 Plan - How to take advantage of California's state-sponsored college savings program.
- How a small business owner can take special advantage of retirement saving opportunities.
- Why an estate plan matters, even if you were born in the 80s.
- How households earning over $200,000 can still make Roth IRA
- Should I pay down the mortgage or invest more money?

Hosted by:
Kevin Thelen, CFP, CFA
Financial Advisor
BeYou Financial
kevin@beyoufinancial.com
www.beyoufinancial.com

P.S. If you are an attorney, CPA, or another professional who wants to present at this Meetup, feel free to contact me.

Past events (2)

Live in the Now With Your Money

Tower Brewing

$5.00

Photos (3)