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Money Skills for Real Life Webinar
A Practical Guide for Young Adults
Most people don’t realize how early money decisions matter, starting with a first paycheck, college expenses, or a new job. The good news? A few smart habits now can make a big difference later.
That’s why HCR Wealth Advisors created a webinar to help young adults build confidence with money from the start. We focus on the essentials with no jargon, no pressure, and no assumptions, just guidance you can actually use.
What You’ll Learn
- How to use checking and savings accounts wisely
- A simple, realistic approach to budgeting
- Credit cards vs. debit cards and how credit actually works
- Why your paycheck is never your spending power
- The long-term impact of saving and investing early
- Why basic estate planning matters more than you think
Who This Is For
- College students and recent graduates
- Young professionals starting their financial journey
- Anyone who wants to better understand budgeting, credit, and saving
- Parents who want their children to start building strong money habits early
About the Speakers
- Alex Collins, MBA, CEPA, Financial Advisor: Alex is a highly skilled financial advisor who uses The Clarity Formula® to help simplify complex situations and provide actionable guidance. Specializing in small business transitions, exit planning, and investment advisory for high-net-worth clients, he excels at identifying gaps, creating effective strategies, and driving progress. Alex also works to build client confidence by collaborating closely with their other professional advisors. He aims to structure personalized frameworks that help keep clients’ assets working efficiently, even while they sleep.
- Stacey Panenhanouvong, CFP®, Financial Advisor: Stacey thrives on building deep and meaningful relationships with clients at HCR Wealth Advisors. In her financial advisor role, she uses The Clarity Formula® to help with creating financial and estate plans that align with each client’s goals and wishes. By collaborating with clients’ other professional advisors—such as CPAs, realtors, and attorneys—Stacey helps to deliver the holistic guidance that HCR is known for providing. Highly effective at problem solving, Stacey delivers solutions that are tailored to each client’s needs.
- Matthew Heller, Financial Advisor: Matthew transitioned from a career in entertainment to join HCR Wealth Advisors as a financial advisor. Drawn to HCR’s holistic approach to wealth planning, he enjoys the unique challenges of applying The Clarity Formula® to each client’s particular situation. Matthew understands that financial success begins with clarity around goals, values, and the life people want to lead. His focus is on building strong and lasting client relationships.