BRIDGE - Financial Planning Workshop
6 Key Pillars of Financial Planning -
Join us for an engaging BRIDGE Young Professionals Lunch & Learn featuring Jon Benecke of Ameriprise Financial as he shares practical strategies to help you strengthen your financial future.
Whether you are early in your career or planning for long-term success, this workshop will provide valuable insights you can apply now to secure your future.
In this interactive session, Jon will walk attendees through the “6 Key Pillars of Financial Planning,” covering essential topics such as goal setting, wealth protection, retirement planning, investment strategies, and building financial confidence.
Attendees will leave with actionable knowledge and a better understanding of how thoughtful financial planning can support both career growth and personal success.
This is a great opportunity to connect with fellow young professionals in the building industry while gaining valuable financial education in a relaxed and collaborative environment.
Event Details
Date: Tuesday, July 21st
Time: 11:00 AM – 12:30 PM
Location: BIA Office
Registration:
$20 – BRIDGE Members (North State BIA Young Professionals)
Space is limited, so reserve your spot today!
ANCHOR
Emerald Site Services
Lund Construction
The Brothers That Just Do Gutters
Wood Rodgers
PILLAR
ACE Quality Control
BEAM
Taylor Builders
Attendees (15)
Riley Aucutt
CBG
Isaiah Bossi
CBG
Miriam Botrous
CBG
Ashley Christensen
Associate Landscape Architect
Wood Rodgers, Inc.
Sabrina Danna
Project Manager
ACE Quality Control
Ridley Grunden
USA Properties Fund, Inc.
Ashley Hale
RNC Project Coordinatoor
Villara Building Systems
Shelby Jones
Taylor Builders, LLC.
Cameron Kjome
Client Relationship Manager
Emerald Site Services
Alex Mishchuk
Commercial Insurance Broker
The Baldwin Group
Briana Mitchell
Taylor Builders, LLC.
Madison Pascual
CBG
Alexys Prasad
CBG
Adrian Pueyo
Founder/CEO
Apollo Drone Services LLC
Shae Reed
CBG
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