JULY MEETING: SAVE THE DATE
We’re finally meeting in person again for the July meeting! Come on down to the Devoted offices in Hilliard for a parking lot party…properly distanced, of course!
Tuesday, July 14, 2020, 6:00p-7:30p
RSVP by July 8, 2020 to Andrea Sargent at email@example.com
The June monthly meeting featured Stacy Shindler of Edward Jones. Unfortunately, our meeting was hacked, so we aren’t able to share the recording, but we’ve got the 5 habits outlined below, along with some tips for talking to kids about money.
- Goal Oriented
- Create the design of what you want to achieve
- Regularly Check Their GPS
- Regular checkpoints, financial review and goal evaluation to make sure you’re staying on track
- Don’t Put All Their Eggs in One Basket
- A diverse financial portfolio will give them more balanced earnings
- Put Time on Their Side
- Evaluated market moves against a calendar and stay the course for long term objectives
- Stay Cool When the Market’s Temperature Rises
- Prepare and plan BEFORE at downturn, remain calm and focus on fundamentals
Kids & Money
It’s never too early to start talking about money! Here are some suggestions for different age groups:
2-5 years: Introduce counting, coins & money; the concept of making money by working; make believe store or restaurant
6-10 years: Introduce earning, spending, saving, and giving money; open a savings account; begin comparing prices
11-14 years: Goal setting; value of hard work; need -vs- want; continue discussions from earlier years
15-18 years: Create budget and set specific goals; get a job; open checking/savings account; learn to use ATM/write checks/balance accounts online; learn about credit and taxes.
Stacy invites you to connect on LinkedIn at Stacy Lynn Shindler (fun fact: her husband is also named Stacy Schindler, so you need the “Lynn” to find her on LinkedIn)
CHECK US OUT ON SOCIAL MEDIA!
WPC members can list your own wedding related events on our Facebook page by clicking the tab that says “WPC & Social Events” and adding them to the calendar. Don’t forget to jump on the referral group page as well! CLICK HERE
Special Thank You!
Stacy Shindler with Edward Jones for sharing the 5 Habits of Effective Investors and tips for talking to kids about money!
INTERESTED IN HOSTING OR SPEAKING AT A WPC MEETING?
If you’d be interested in hosting WPC at your location and can accommodate 30-70 guests on the 2nd Tuesday of a month, let us know! 2020 is almost full, so we’re starting to fill 2021 host locations. Please fill out this Venue Form if you’d like to show off your space to the best wedding professionals Columbus has to offer!
Do you want to share your expertise with the WPC membership? We are looking for educational speakers for our 2020-2021 meetings and you’d have 30 minutes to speak about a topic that would benefit our members in the wedding industry. Please complete the Speaker Form to let us know you’re interested.