Southwestern

Engaging Minds, Transforming Lives

Human Resources

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

TIMEEVENT
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

11:00am – 11:50am
WorkshopFoundations of Investing
F. W. Olin Building, 1st floor, Room 105
WorkshopHealth Savings Account, Medical Plan or Investment Account?
F. W. Olin Building, 1st floor, Room 110
12:00pm – 12:50pm
WorkshopBuild and Execute Your Personal Timeline
F. W. Olin Building, 1st floor, Room 105
WorkshopHealth Savings Account, Medical Plan or Investment Account?
F. W. Olin Building, 1st floor, Room 110
1:00pm – 1:50pm
WorkshopFoundations of Investing
F. W. Olin Building, 1st floor, Room 105
WorkshopBuilding a Retirement Fund
F. W. Olin Building, 1st floor, Room 110
2:00pm – 2:50pm
WorkshopBuild and Execute Your Personal Timeline
F. W. Olin Building, 1st floor, Room 105
WorkshopDebt Elimination: Reversing a Negative Spiral
F. W. Olin Building, 1st floor, Room 110
3:00pm – 3:50pm
WorkshopA Woman’s Journey Towards Financial Independence
F. W. Olin Building, 1st floor, Room 105
WorkshopBuilding a Retirement Fund
F. W. Olin Building, 1st floor, Room 110
11am-4pm Individual Counseling Sessions with Certified Financial Planners®
Individual sessions will be approximately 20 minutes each.

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