Managing your finances can be difficult. Managing your finances during a global pandemic can be even more challenging. Join Rutland Young Professionals for this virtual workshop focusing on financial literacy in partnership with Morgan Lougee.

Morgan Lougee is a Rutland County native living in Chicago and working as a financial advisor and insurance agent. Prior to becoming a financial advisor, Morgan earned his CPA, worked in external auditing for asset management firms, and spent nearly four years as a finance transformation consultant to Fortune 500 firms at PricewaterhouseCoopers’ advisory practice in Chicago. 

In this virtual workshop, Morgan will briefly present on personal planning, budgeting, and other financial topics to help you prepare for your financial future. There will also be time for Morgan to answer your individual questions. Please email your questions to Events Committee Co-Chair Kim Rupe in advance.

Space is limited to 15 participants and pre-registration is required. A Zoom link will be emailed to those who register.