Registration Now Open!
Young Leader South Carolina Luncheon
When: Wednesday, March 11th, 2026 | 11:30am - 1:00pm
Where: Harper General Contractors- Environmental Systems | 617 E McBee Ave., #200, Greenville, SC 29601
Topic: "Personal Financial Planning: Building Confidence for the Road Ahead"
Young Leaders, join Dave Koppenheffer and Micah Aebisher 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
**Each attendee will be asked to bring something to donate to the Greenville Humane Society! Greenville Humane Society Wish List.
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.
Event Contact:
Chelsea Andujar - candujar@carolinasagc.org