Southwestern University: Human Resources

-->

You will receive an initial email confirming your registration for the Financial Planning Fair. Final confirmation of workshop topics and other pertinent information will be sent to you just prior to the Financial Planning Fair.

Walk-in faculty, staff, students, and their spouses or partners are welcome. The release form listed on this registration form must be signed, at the request of the Certified Financial Planner Board of Standards, Inc., prior to a consultation with a CFP®.

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

Making Sense of Your Money

The Making Sense of Your Money Financial Planning Fair [view the day's schedule] is free and open to Southwestern faculty, staff, and students 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.

Gateways:

Making Sense of Your Money

As of 4 pm Friday, Nov. 12 advance registration is closed so please come register on-site Saturday; we have plenty of space.