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Financial Planning 101: How to Grow the Strongest Foundation

March 23, 2023 @ 10:30 am - 11:30 am

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Green surface covered with papers, a calculator, gold coins, a magnifying glass and letters spelling "taxes"

Are you interested in gaining exposure to the financial strategies and techniques that every person should be confident with in order to set themselves up for long-term success?  For example, did you know you can grow your money tax-free?

Join our fun and informative sessions to learn more financial hacks that should be on your radar!

Anticipated Material to be Covered

  • Building a Budget || Fixed vs Variable
  • Setting Financial Goals || Savings Plan
  • Why Invest? || Compounding vs Inflation
  • How to Invest? || Investment Types
  • Where to Invest? || Investment Vehicles
  • Long-Term Protection || Insurances & Employee Benefits

Register now to attend this session.

About the Speaker

Chase Wickenheiser, A&S ’19 & Football Alum,is a Financial Advisor with Magnus Financial Group. Chase partners with clients to help them organize their current Financial Picture, advance their future Financial Goals, and motivate them to continually achieve those goals.

Details

Date:
March 23, 2023
Time:
10:30 am - 11:30 am
Event Category:
Website:
https://www.surveymonkey.com/r/YRN9W5F

Other

Topic
Graduate Student Life
Unit
Careers Beyond Academia

Venue

G01 Biotechnology Building
215 Tower Rd
Ithaca, NY 14853 United States
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