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Gen Z Finance 101: Credit, Budgeting, Savings, & Investing

 

Wednesday, September 17 at 4:00 PM

Adulting is hard. Finances? Even harder. 

But getting confident when it comes to your money doesn’t have to be stressful—or make you feel guilty about your coffee budget or indulging in a sweet treat now and then. 

In this no-pressure webinar, Gen Z Finance 101, certified advisors will help you get clear on your finances so you can make decisions that work for you. Whether you’re saving up, paying off, or just trying to understand what a 401(k) is, this event is for you. 

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Nick and Domenica will break down key financial essentials in a way that’s clear, relatable, and easy to understand. They’ll also share personal stories from their own financial journeys so you can learn from their experiences, avoid common pitfalls, and skip the trial-and-error. 
 
Here’s what you’ll learn: 

  • Credit – What a credit score means, why it matters, and how to build it now rather than fix it later.

  • Budgeting – How to track your income and expenses so you can focus on what matters most to you.

  • Saving – From cars to apartments to homeownership, ways to save for life’s biggest goals.

  • Investing – How it works (without the jargon), the power of compound interest, and why now is the best time to begin—even with a modest budget. 

Feel free to share this invite with students, recent grads, young professionals, friends, family, or anyone who’s ever said, “Why didn’t they teach us this in school?” 

More About Your Hosts:

 

Domenica Lurvey, 

CFP®, MSM

Domenica’s financial journey started young—back when she saved up for her own computer as a kid. That early experience sparked a curiosity about money and decision-making that eventually shaped her career.  

She’s a Certified Financial Planner™ with over 10 years in the industry, and she joined Sachetta in 2023. With a background in both big-picture planning and operations, Domenica makes complex topics feel approachable and real—no judgment, no jargon, just clarity and support. 

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Nick Forgione, 

CPA, MSA

Nick’s always been drawn to the “why” behind the numbers. For him, accounting isn’t just about math—it’s about helping people make smart, informed financial decisions. 

Before joining Sachetta in 2022, Nick worked in various accounting roles across a range of industries. Now a CPA with a Master’s in Accounting, he brings that technical foundation to his work in both tax and wealth planning. Whether he’s preparing returns or supporting long-term financial strategies, Nick is known for making complex information feel clear and approachable. 

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Alison Simons, 

MBA

Alison grew up in a family where money mantras shaped how she thought about saving, spending, and what truly matters.  

Now Sachetta’s Director of Strategic Growth, Alison brings a background in financial services marketing, strategy, and brand development. She consulted with Sachetta for years and joined the team full-time in 2025. Whether she’s shaping communications or guiding growth initiatives, Alison is excited about making financial conversations more human, clear, and judgment-free. 

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