Registration Now Open!
Young Leader Piedmont District Luncheon
When: Friday, March 13th, 2026 | 11:30am - 1:00pm
Where: Humane Society | 1348 Parker Dr., Charlotte, NC 28208
Topic: "Personal Financial Planning: Building Confidence for the Road Ahead"
Young Leaders, join Colby Robinson and Nick Fekete with FORVIS Mazars Private Client team for a discussion on financial planning early in your career. This session covers the fundamentals of cash flow, budgeting, saving, investing, and debt management, along with the long-term impact of compounding and staying invested. We'll also touch on tax-advantaged accounts, insurance, and basic estate planning considerations. Attendees will walk away with practical, actionable insights to help build confidence and long-term financial success.
Agenda:
11:30am - 12:00pm: Registration & Lunch
12:00pm - 1:00pm: "Personal Financial Planning: Building Confidence for the Road Ahead"
1:00pm: Meeting Adjourn
Best Part.... the event is being held at the Humane Society in Charlotte! Each attendee will be asked to bring an item from the Humane Society's donation list to the luncheon.
Cost:
$10 for young leader members (you will enter promo code GIVE2026 at check out to receive the discount) + at least 1 item to donate to the Humane Society.
$20 for non young leader members + at least 1 item to donate to the Humane Society.
Donation List: https://humanesocietyofcharlotte.org/give/wish-list/
Event Contact:
Chelsea Andujar - candujar@carolinasagc.org