Money is complicated enough.
Talking about it shouldn’t be.

Join The Charlotte Ledger in October for four practical, candid conversations about the financial decisions that change as life changes—from first paychecks and student loans to retirement, estate planning and legacy.

presented by

Reserve Your Free Spot

One series. Four life stages. No financial lecture.

Financial advice can feel intimidating, overly technical or disconnected from real life. This series is designed to make the conversation more useful. Each week in October, The Charlotte Ledger will bring together local subject-matter experts for a live, moderated discussion focused on the questions people are actually asking at a particular stage of life.

Come for the session that fits your life right now or register for all four. You can also submit a question when you register so the moderator can work the issues that matter most to attendees into the conversation.

Gen Z

Starting Strong: Debt, Budgeting and Your First Investments

A practical conversation for early-career professionals figuring out student loans, credit cards, budgeting, emergency savings, major first purchases and how to begin investing for the future.

October 8, 2026

Millennials

The Expensive Middle: Homes, Kids, Debt and Long-Term Planning

For young professionals, couples and early-stage families balancing mortgages, car payments, credit cards, investing, career growth, college savings and the first pieces of an estate plan.

October 13, 2026

Gen X

The Financial Sandwich: Retirement, Kids and Aging Parents

A conversation for mid-career professionals managing competing responsibilities while refining investments, catching up on retirement, supporting children, helping aging parents and updating important planning documents.

October 20, 2026

Baby Boomers

Retirement and Legacy: Protecting What You’ve Built

For pre-retirees and retirees thinking about retirement-account distributions, estate planning, charitable giving, fraud prevention and how to make financial wishes easier for the next generation to understand.

October 27, 2026

What each evening looks like

  • 5:30–6:00 p.m.: Welcome, refreshments and conversation

  • 6:00–7:00 p.m.: Moderated panel discussion and audience Q&A

  • 7:00–7:30 p.m.: Connect with speakers and fellow attendees

  • A panel of two to three subject-matter experts

  • A Charlotte Ledger moderator

  • Questions collected during registration and incorporated into the discussion

  • A full recording distributed after the event as part of the podcast and video series

This is for you if…

  • You know you should be paying attention to your finances, but you are not sure what deserves your attention first.

  • You have a major life or family decision coming up and want a clearer set of questions to ask.

  • You are trying to balance several competing priorities rather than solve one tidy financial problem.

  • You want practical guidance from local experts without sitting through a sales pitch.

  • You cannot attend in person but would like the recording and follow-up resources.

Bring the questions you’ve been avoiding…

What should come first: debt or investing?
How much house can you realistically afford?
Are you behind on retirement?
What documents should your family know about?

Submit your question when you register.
The moderator will use attendee questions to guide a focused, useful conversation while keeping the panel moving.

Choose Your Session

Presented by Dyer & Company

Dyer & Company is the exclusive presenting sponsor of the four-part Financial Education Series and will provide financial and educational support throughout the program. A Dyer & Company representative will participate in each panel alongside other local experts.

FAQs

Is the series free?

1

Yes. Registration is required, and in-person space will be limited.

Do I have to attend all four sessions?

2

No. Choose the session or sessions that are most relevant to you. You will be able to choose which sessions to register for on the sign-up page.

Can I ask a question?

3

Yes. You can submit a question when you register. The moderator will incorporate selected questions into the conversation.

Will there be live audience Q&A?

4

You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.