Expert panelists spoke to 60 young professionals about personal finance.
The Elon University Charlotte campus hosted a lively discussion on May 13 featuring young local professionals who discussed personal finance and how to build a strong foundation for long-term wealth in partnership with the Charlotte Regional Business Alliance.
The panelists from Wells Fargo Advisors, Merrill Lynch Wealth Management, Bank of America and Soto Law discussed investing, estate planning, smart budgeting and lifestyle choices. They disclosed personal anecdotes about their own finance journeys and shared smart, real-world strategies to help attendees plan for their future with intentionality and confidence.
“To all young professionals: Now is the time to take ownership of your financial future, whether it’s opening your first brokerage account, revisiting your budget, or drafting a will—every step counts,” said Nora Richmond, young professionals board chair for the Charlotte Regional Business Alliance. “Start small, stay consistent and seek out trusted advisors and resources. Let’s build wealth with purpose and confidence!”
Grace Futterman, event coordinator for the Alliance, reflected on the event as well.
“It was energizing to see so many young professionals show up eager to learn and ask thoughtful questions,” said Futterman. “This event sparked important conversations about financial literacy and showed that our generation is ready to take charge of their future. We’re proud to create spaces where that kind of growth can happen.”
Elon University Charlotte is an active member and investor in the Charlotte Regional Business Alliance. Elon University opened a campus in Charlotte fall of 2023. The inaugural Law Flex program began August 2024. The second cohort of law students will begin this August.