Lunching Outside the Box- Your Financial Diet, August 2018

Are you confident about your financial future? Do you wonder if you're making the right decisions when it comes to spending and saving money? So much of our futures rely on the financial decisions we make now, which means we need to make sure we are equipped with all the knowledge necessary to make the right choices. That?s where this Lunching Outside the Box comes in! Polly Reynolds and Kari Vogt from The Trust Company will be discussing the essentials of budgeting, debt payoff, and investing early as well as useful apps that can make these tasks easier for you. This seminar is designed to equip you with all the right tools to succeed monetarily in life, and will be relevant whether you have just entered the workforce, or are an experienced professional. Don?t miss out on these important tips and tricks that will help you no matter what stage in life you?re at! 

Our Speakers:
Polly Reynolds, CPA, CTFA
​Vice President and Trust Officer 
​​Polly established The Trust Company's Columbia office in 2012, and serves as manager. She graduated from the University of Southern Indiana with a bachelor's degree in accounting, and is also a Certified Public Accountnat and Certified Trust and Financial Advisor. Prior to joining The Trust Company, Polly was a vice president and trust officer of Landmark Bank in Columbia. She was also a CPA at Kemper CPA Group in Evansville, Indiana, and helped build its wealth management division (Kemper Capital Management). 

Kari Vogt, CFP 
​Financial Planner 
​A 2015 addition to The Trust Company's Columbia staff, Karis is a University of Missouri graduate with a Bachelor of Health Sciences degree. She comes from a family of physical therapists, and explored the field of medical billing prior to joining The Trust Company. In 2018 Kari was authorized by the Certified Financial Planner Board of Standards to use the CERTIFIED FINANCIAL PLANNER and CFP certification marks. 

​Advance registration is appreciated. Online registration is $15 until 11:55 p.m. on August 12, 2018. After the pre-registration deadline, attendees can pay at the door. The price at the door will be $20. We hope to see you there!

​Thank you to our Sponsors:
Presenting Sponsor Veterans United Home Loans; Location Sponsor Daniel Boone Regional Library