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Virtually Gorton: Money Savvy Teens via Zoom Wednesday, October 7

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Virtually Gorton: Money Savvy Teens via Zoom

  • Date: October 7, 2020
  • Time: 7:00 pm to 8:00 pm
  • Price: $15.00

Money Savvy Teens  8th grade to Senior

October 7, 2020  7pm to 8pm via Zoom
Fee: $15

In this hour, Jane and Julie will teach your teen the key personal finance topics of saving, spending, donating and investing.  They will show how to create a budget  and the difference of long term and short term spending goals.  They will also cover the basics of investing and show how your money can grow through the power of saving early and compound interest.

Jane Ott: Started her career in 1986 in New York City at Chase Bank where she worked as an institutional salesperson in fixed income securities and continued that role in Chicago for Banc One Capital Markets. In 2008 she co-founded North South Capital a full-service registered investment advisor and broker dealer. Ms. Ott received her MBA from the Kellogg School of Management and a BA from St. Anselm College in NH. She currently is on the Board of Trustees for Econ Illinois, one of the state’s leading provider of economic and financial literacy education.
Julie Hupp, CERTIFIED FINANCIAL PLANNER™ professional, has worked in the accounting and corporate finance field since 1987. She is the founder of Aspire Planning Group, a wealth management firm. Julie is a graduate of the University of Illinois with a BS in Accountancy. She received her MBA from Northwestern University’s Kellogg School of Management in 1994. Julie is also certified as a Certified Divorce Financial Analyst as well as a CPA. Outside the office, Julie is the co-founder of the 12 Oaks Foundation, which recently merged with Cal’s Angels. 

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