When:
May 11, 2018 @ 5:00 pm – 6:00 pm
The Many Ways to Save For Retirement – with Wendy Connick, Founder of Connick Financial Solutions
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Dr. Richard Marston, Professor of Finance at the Wharton School of Business
When:
May 10, 2018 @ 5:00 pm – 6:00 pm
Intermediate Savings Goals – with Dr. Richard Marston, Professor of Finance at the Wharton School of Business
Kristin Martin, Director of Product Management at Fidelity Investments Life Insurance Company
When:
May 9, 2018 @ 5:00 pm – 6:00 pm
What You Need to Know About Life Insurance – with Kristin Martin, Director of Product Management at Fidelity Investments Life Insurance Company
Dan Geller, Author of “Money Anxiety”
When:
May 8, 2018 @ 5:00 pm – 6:00 pm
Dan Geller, Author of “Money Anxiety” discusses his book
David McKnight, Author of “The Power of Zero”
When:
May 7, 2018 @ 5:00 pm – 6:00 pm
Maximizing Savings, While Minimizing Taxes – with David McKnight, Author of “The Power of Zero”
Kate Galkina, Certified Financial Planner at Compak Asset Management
When:
May 4, 2018 @ 5:00 pm – 6:00 pm
5 Smart Moves for Transferring Wealth – with Kate Galkina, Certified Financial Planner at Compak Asset Management
Maria Bruno, Senior Investment Analyst at Vanguard
When:
May 3, 2018 @ 5:00 pm – 6:00 pm
Principles for Investing Success – with Maria Bruno, Senior Investment Analyst at Vanguard
Maura Cassidy, Vice President of Retirement & Small Business at Fidelity
When:
May 2, 2018 @ 5:00 pm – 6:00 pm
Maura Cassidy, Vice President of Retirement & Small Business at Fidelity, discusses their recent Financial Procrastination Study
J. Ansari, Executive Vice President at Compak Asset Management
When:
May 1, 2018 @ 5:00 pm – 6:00 pm
The Seven Deadly Sins of Financial Indecision – with J. Ansari, Executive Vice President at Compak Asset Management
Dave Ellison, CIO of Hennessy Funds
When:
April 30, 2018 @ 5:00 pm – 6:00 pm
Dave Ellison, CIO of Hennessy Funds, shares his outlook for the market & the financial sector
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