Description

Money and Mindset: The Young Professional’s Guide to Wealth & Financial Security

Join us for an educational workshop at ECPI University designed for young professionals looking to take control of their financial future. We’ll break down essential financial principles and debunk common misconceptions that may be holding you back from building long-term wealth.

From mastering cash flow and smart investing to understanding the realities of retirement planning, taxes, and insurance, this session will provide actionable insights to help you make informed financial decisions with confidence. Don’t miss this opportunity to gain clarity and set yourself up for lasting financial success with Eleanore Wood from Structura Financial Partners and Jakob Brost from John G. Ullman & Associates!

Don’t miss this opportunity to refine your money mindset and step into your full potential personally and professionally with the Charlotte Area Chamber of Commerce Young Professionals!

Limited Registration! This will sell out so do not miss your chance or opportunity to apart of this educational event!  

Date: Monday, April 7th
Time: 5:00pm-6:30pm
Location: ECPI University
4800 Airport Center Pkwy
Charlotte NC 28208

Parking Directions: Free parking available on-site on campus

Food and Drinks will be provided by:

EVENT SPEAKERS

Jakob Brost, CFP ®, MS
Financial Advisor & Branch Manager 

Jakob Brost is a Financial Advisor and Branch Manager at John G. Ullman & Associates (JGUA), where he takes pride in offering a comprehensive suite of wealth management services tailored to meet the unique needs of each client. With expertise spanning retirement planning, estate planning, risk management, tax preparation and planning, investment management, and more, Jakob provides strategic guidance to help clients navigate their financial journeys.

As part of the JGUA team, Jakob embraces a collaborative approach, working alongside a dedicated group of advisors, tax professionals, and investment analysts to ensure every aspect of financial planning is seamlessly addressed. His commitment to holistic wealth management empowers clients to make informed decisions with confidence.

Before joining JGUA, Jakob earned a Master’s degree in Personal Financial Planning from Texas Tech University and a Bachelor’s degree in Financial Planning from Alfred State College. His strong educational foundation, combined with his client-focused approach, allows him to deliver insightful and personalized financial solutions.

Eleanore Wood
Structura Financial Partners, Financial Advisor

El takes a unique approach to financial planning that goes beyond numbers and spreadsheets. Recognizing that each financial journey is deeply connected to an individual’s aspirations, dreams, and the impact they wish to make, El blends expertise with a personalized touch to create an engaging and empowering experience.

With a focus on tailored strategies, El provides guidance that aligns with each client’s profession and life stage. Navigating the complexities of investments, insurance, retirement planning, and wealth accumulation, El ensures that financial decisions seamlessly support long-term goals. Committed to equipping clients with the knowledge and confidence to seize opportunities and overcome challenges, El is dedicated to helping individuals achieve financial freedom.

Eleanore “El” Wood is a Wisconsin native and is a financial advisor with Northwestern Mutual. El loves helping business owners, young professionals, and professional women with all things financial planning. In addition to helping educate and empower the Charlotte community to increase their financial literacy, El enjoys spending time on the pickleball court with her husband Andrew. You can also spot her and her Corgi, Poppy, at her favorite Charlotte breweries.