Banner for Wealth and Life Management with Steve Headrick, Merrill Lynch

Wealth and Life Management with Steve Headrick, Merrill Lynch

by

Professional

Tue, Apr 10, 2012

4:30 PM – 6 PM

B01

Sage Hall, 114 Feeney Way, Ithaca, NY 14853, United States

Details

Need financial advice? Most students don't think about their long-term financial game plan until long after graduation. Build a good financial strategy now. Come hear Steve Headrick of Merrill Lynch wealth management talk about best practices in the world of personal finance.

Topics will include:
• How to create a financial game plan
• Live within your means/save now at all costs
• The need for an emergency fund
• Developing a debt reduction plan
• Saving for retirement and the power of tax deferral
• Key points about inflation
• Key points about investing
• Mortgage overview
• Protecting your family: insurance, disability
• Educating your children (529/Coverdell/UTMA/UGMA)
• Working with financial professionals (estate attorneys, accountants, financial advisors)

File Attachments: Steve Headrick Bio.docx

Where

B01

Sage Hall, 114 Feeney Way, Ithaca, NY 14853, United States

Hosted By

MBA Career Management Center (CMC) | Website | View More Events