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Financial Literacy - An Investment in Yourself

Financial Literacy - An Investment in Yourself (with NextGen Financial Freedom and Lakeland University)

An Interview with Brett Killion (NextGen Financial Freedom) and Steven MacDonald (FGPM)

As a student and young adult, most of us were never taught to effectively a) save, b) spend, and c) invest. During this Panel, we will hear from accounting professor and financial professional Brett Killian and tax attorney Steven MacDonald on how young professionals can save effectively, avoid common financial pitfalls, and begin investing with intention.

View the Interview in the Library here, when available

Interviewees from left to right:

Brett Killion, CPA

Brett Killion, CPA is an Associate Professor of Accounting at Lakeland University and serves as the director of Lakeland's Accounting program. Brett joined the Lakeland faculty in 2012 and teaches a variety of accounting and finance courses, including his favorite class - personal finance. Brett was named the 2023 winner of the annual Underkofler Excellence in Undergraduate Teaching Award at Lakeland University.

Brett is also the founder of NextGen Financial Freedom which focuses on teaching young adults sound money management strategies. With 20 years of experience teaching personal finance and being a curriculum designer, Brett gets is excited to help the next generation of adults achieve their financial dreams.

Brett lives in Green Bay with his wife Natalie, daughter Adrianne, and goldendoodle Rosie.

Steven MacDonald, JD/MBA

Steven MacDonald is an attorney practicing in Milwaukee, WI. He is a University of Wisconsin-Milwaukee undergraduate and attended Marquette University Law School, graduating in 2014.

Steve served in the United States Army for eight years as an Ammunitions Specialist, deployed to Kuwait. Steve began his legal career in Veterans Services for Senator Tammy Baldwin. Now a Contracts Officer for the U.S. Department of Veterans Services, Steven ensures eight hospitals in the Midwest have the necessary supplies to serve our veterans.

FGPM is proud to have him as our Exchequer and Member of the Board.

Moderator:

Molly Madonia, Founder & President, First Generation Professionals of Milwaukee

Recorded Monday, May 1, 2023

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