Emerging Leaders Financial Series Kicks Off

Young professionals take a closer look at best practices for budgeting and debt management

Date: January 14, 2026

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Twenty young professionals gathered in the Chamber’s Education Center to take in the first workshop in the “Money Smart: Building Your Future” four-part financial series presented by the Emerging Leaders initiative and sponsor, M&T Bank.

“Smart Starts: Budgeting, Debt Management and Loans” was presented by Jackson Gallant, CFP at Ledgewood Financial, and Jordi Bakovic, CFP at TQM Wealth Partners. After enjoying a light lunch, attendees gained tips on effective strategies for managing student loans, credit cards, car loans and other common types of debt for young professionals. Participants learned how to develop a monthly budget that works for their lifestyle and goals.

To register for the next presentation in the series, “Building Future Wealth: Investments, Dividends and Balance Sheets,” on Feb. 19, click HERE.

Emerging Leaders drives career growth for young professionals through collaborative relationships and professional development. The group focuses on hosting social events, organizing skill-building workshops, and offering mentorship from experienced business leaders on the North Shore. Thank you to the sponsor of this initiative, M&T Bank.

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