Young Professionals Lunch & Learn: Financial Planning

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Name: Young Professionals Lunch & Learn: Financial Planning
Date: January 23, 2017
Time: 12:00 PM - 1:30 PM MST
Registration: Register Now
Event Description:
Join us for our first Young Professionals educational event!

We will have presentations catered to the Big Sky Young Professional from Elex McAlear (First Security Bank) and Carl Nystuen (D.A. Davidson). The topics will range from savings and mortgages to investments and retirement accounts.  The event will conclude with a robust Q&A session. A catered lunch will be provided. The event is free for members, and $15/person for non-members. To sign up for an annual Young Professionals Membership, click here.

Elex McAlear, Real Estate Lender (First Security Bank) - Growing up in southwest Montana, Elex loves small town Montana and all the outdoor activities it offers. Elex is a graduate of Montana State University—Bozeman with a Business Management Degree, and moved to Big Sky in 2015. Elex enjoys assisting clients pursue their Montana dream, and making the intimidating mortgage loan process easier.

Carl Nystuen, Financial Advisor (D.A. Davidson) - Carl is a Montana Native, born and raised throughout the state before moving to Bozeman ten years ago. After completing a successful college career at Montana State University, earning a triple-major in business and competing for the Bobcat Cross-Country and Track teams, Carl began his career with D.A. Davidson. Today Carl continues his involvement in the Bozeman community through the University and a variety of nonprofit boards, while also pursuing a number of outdoor activities throughout Montana. At D.A. Davidson, Carl focuses on serving individual and business investors in meeting their wealth management needs.

The Big Sky Chamber of Commerce and Big Sky Young Professionals would like to thank our Annual Sponsor Elevated Tax & Accounting, LLC for their support of our 2017 programs.
Location:
Big Sky Chamber of Commerce Board Room
55 Lone Mountain Trail
Big Sky, MT 59716
Date/Time Information:
12:00 p.m. to 1:30 p.m.
Monday, January 23, 2017
Contact Information:
Margo Magnant
Fees/Admission:
FREE for Young Professionals Network Members
$15 for non-members
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