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Money Savvy Teens with Ask Jane
Money Savvy Teens 8th grade to Senior
October 6, 2020 7pm to 8pm at In Person at Gorton
In this hour, Jane and Julie will teach you 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.
If you would prefer to take this class online via zoom please click here:
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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Class Refund and Cancellation Policy: Refunds will only be given up to one week prior to the first week of class of any session. (The refund period for some classes, which require advanced reservations or purchase of materials, may be more limited.) Cancellations will incur a $5 handling fee for programs costing under $100 and a 10% handling fee for programs with fees of $100 or more. If a class is cancelled due to insufficient enrollment, you will be notified, and a full refund will be given.
If this class does not meet the minimum participation requirement, you will be notified of the cancellation within one week of the start date.
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