Smart Money Moves: Expert Strategies for Financial Planning  

Designated Tuesdays  • 10:30 a.m.-11:45 a.m. • Room 21/Zoom

April 15, 22, 29

This 3-part series is designed to start with the basics of finance and clarify some of the industry jargon, commonly used incorrectly. With a better foundation of finance basics, we move on to proper portfolio construction and close with more advanced financial planning considerations. The objective of this course is for participants to have a better understanding of their financial plan and walk away with some actionable items on areas that need to be addressed. Part I - Financial Planning Basics, Part II - Portfolio Construction and  Part III - Estate and Tax Planning.

Instructor: Jeorjia Sun      Coordinator:  TBD             Tech Coordinator:  TBD