Event Description
Join us for an educational session to demystify investing and help plan for a financially secure future.
Featuring Michael R. Clancy, MBA, CFP, CLU, Director, Financial Planning, Drexel University College of Medicine
Attendees will learn about:
- Setting investment goals within a budget and identify the appropriate types of accounts to use for those priorities.
- Identifying the tax impact of your decisions and prioritizing investing within budget constraints.
- The What, Where, When, How and Why of personal finance.
(Q&A Included)
Register for this event
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