What you will learn:

Attendees will learn how to overcome common barriers to early-career wealth building, and will walk away with an actionable five-year plan for personal financial development.

Our youngest generation to enter the workplace faces a future with hybrid work offices, uncertainty in the financial markets, high accumulations of debt, and a competitive landscape for earnings early in their career. Furthermore, media and marketing may take advantage of a lack of financial education to the detriment of consumers. How can individuals navigate this environment, and what tools can help Gen Z and future generations have an opportunity similar to predecessors? This course provides the tools and resources to help avoid costly financial decisions and amplify prudent decisions as we build a game plan for the future.

Why does this matter? Gen Z will compete with all generations for jobs and resources with limited earnings, experience, or guidance. Developing a plan provides the best opportunity to establish achievable goals in an uncertain environment.

About the instructor:

With more than 20 years as a seasoned financial services professional, Dr. George M. Blount has assumed several roles in sales, sales management, project management, strategy, and research. As a result of his work experience and post-secondary education, he has obtained a wealth of knowledge in financial planning, retirement planning, behavior sciences, decision-making, analytics, and strategy. Dr. Blount was named one of Top 100 People in Finance 2020, by top 100 magazine and in 2015 served as Co-Chair of the adult sub-committee for the MA Financial Literacy Task Force, Appointed by MA Treasurer Deborah Goldberg. He is the author of What is Retirement?: The Concept, Plan Administration, and Readiness of Retirement, which helps people navigate their wealth journey in a more informed way.

Today, Dr. Blount is a financial therapist and a managing partner at nBalance Financial headquartered in Cambridge, Massachusetts, where he works with individuals on financial matters but with a special focus on the emotional, behavioral, and psychological elements that impact their financial decisions.  Dr. Blount is an adjunct lecturer of Managerial Accounting, Entrepreneurship, Behavioral Finance.
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Suggested Length:30 min(Flexible)
# of Employees: Flexible
Delivery: Live via Zoom
Available Formats:
  • Keynote Followed by Q&A
  • Lecture with Discussion
  • Interactive Workshop

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