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NestEd – Leaving the Nest Summer 2023

August 1, 2023 @ 11:00 am - 12:00 pm EDT

This course is designed for rising high school juniors and seniors as they begin considering their post -graduation options. Participants will have an opportunity to dive deeper in exploring their purpose, passions, and talents with activities to trigger thinking on their next steps. They will also be introduced to career and education options to consider. Next, they will learn how to prepare and position themselves to earn a college degree debt free and knowing what to expect if deciding to take on some debt. Finally, participants will learn how the fundamentals on prudently taking the first steps to long-term wealth.

Module 1 Introduction and Self-Discovery

1. Who we are and what the course will cover
2. Discovery:

a. Mission
b. Passion
c. Talent

3. Consider All Your Options

Module 2 A Debt-Free Degree

1. The Student Loan Crisis
2. Paying for College – Ways to Cash-Flow Your education

Module 3 Wealth Building Fundamentals

1. Establishing S.M.A.R.T. Financial Goals
2. Personal Financial Statements and Handling Debt
3. Evidence Based Investing and Building a Portfolio
4. Who Wants to be a Millionaire?


August 1, 2023
11:00 am - 12:00 pm EDT
Event Category:


Kellen Williams
Danica Bolton
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