Workshop | March 29 | 12:10-1:30 p.m. | Tang Center, University Health Services, Section Club
Richard Faw, CFA, CFP®, CAIA, FRM, FSA
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.