Working with a Financial Planner to Create Your Financial Plan (BEUHS359)

Workshop | March 29 | 12:10-1:30 p.m. | Tang Center, University Health Services, Section Club

 Richard Faw, CFA, CFP®, CAIA, FRM, FSA

 Be Well at Work - Work/Life

Financial planning covers many topics and requires ongoing management. Because of this, many professionals choose to work with a financial planner. This workshop will introduce you to the process of working with a financial planner. It will present the components of a financial plan, the six steps involved in building a financial plan and how you can take the first step in searching for the right financial planner. Although this session is not designed to teach you how to build your own financial plan, the presenter will provide on-line resources that will help you further understand the financial planning process.

  Enroll online, 510-643-7754