Financial Literacy 101

Speaker: Melissa Schmitt

Financial literacy is the first step toward financial freedom. You will learn about the three building blocks for financial freedom: cash savings, asset accumulation, and wealth transfer.

About Melissa:

Melissa joined New Eagle Wealth Management in 2021 and currently serves as Managing Partner of the firm. Prior to joining New Eagle, she spent more than 13 years at a local credit union, where she began her financial services career as a licensed Administrative Assistant before transitioning into a Financial Advisor role.

Driven by a passion for helping others, Melissa provides personalized guidance tailored to her clients’ unique financial goals, including retirement planning, financial education, income strategies, and risk management. She is also passionate about supporting small businesses by helping owners and their employees implement effective retirement solutions.

Outside of the office, Melissa enjoys spending time with her family, traveling, and volunteering in the community. She is an active member of the Dubuque Women’s Leadership Network and the Dubuque Area Chamber of Commerce Young Professionals.

All are welcome. All are worthy. All belong.

We are proud to be a 100% donation-supported organization. Our spaces, speakers, and programming are all gifted by those who support our vision. #bettertogether

Our Structure:

6:15 • Doors Open

6:30 • Announcements + Community Building

6:45 • Speaker Begins

7:30 • Wrap up or hang out with your new friends!

Financial Literacy 101

By She Unites

Financial Literacy 101

Join us at the Innovation Lab for our educational series