Making Sense of Your Money
The Making Sense of Your Money Financial Planning Fair is free and open to Southwestern faculty, staff, and students and their spouses or partners and aims to educate attendees on an array of financial planning topics. All workshops and individual counseling sessions will be delivered by certificants of the Certified Financial Planner Board of Standards, Inc.®, who are volunteering their time and expertise.
This event is sponsored by the Fringe Benefits Committee and Staff Affairs Council. The Certified Financial Planners® will not have access to attendee's contact information, unless the attendee chooses to share it with them for later communication.
Making Sense of Your Money | Financial Planning Fair
Saturday, November 13, 2010
McCombs Campus Center, 10am-4pm
Schedule
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| 10:00am | Check-in begins | ||||||||||||||||||||||||||||||
| 10:30am | Welcome by Elma Benavides, Assoc. Vice President for Human Resources | ||||||||||||||||||||||||||||||
| 11am-4pm | Financial Strategy Workshops Concurrent Financial Strategy Workshops F. W. Olin Building, 1st Floor, Rooms 105 & 110 Workshops will be approximately 50 minutes each
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| 11am-4pm | Individual Counseling Sessions with Certified Financial Planners® Individual sessions will be approximately 20 minutes each. |
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Register
As of 4 pm Friday, Nov. 12 advance registration is closed so please come register on-site Saturday; we have plenty of space.
Questions?
If you have additional questions, you may contact a member of the planning committee:
Kimele Carter, ext. 1536
John Delaney, ext. 1588
Dana Hendrix, Chair, ext. 1241
Lisa Hopkins, ext. 1560
Kelly Lessard, ext. 1662
Thomas McClendon, ext. 1414
Suzy Pukys, ext. 1987
Kathi Arrington Ray, ext. 1582
Jen Tindle, student member, tindlej@southwestern.edu
Patrick Veerkamp, ext. 1370
