Johnson at Cornell University | Groups
Wealth and Life Management with Steve Headrick, Merrill Lynch
Tuesday, April 10, 2012
4:30pm – 6:00pm 
B01
Johnson at Cornell University, Sage Hall Cornell University, Ithaca, NY 14853, United States
Event 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 & When

B01, Johnson at Cornell University, Sage Hall Cornell University, Ithaca, NY 14853, United States

Tuesday, April 10, 2012, 4:30pm – 6:00pm

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Hosted By
Career Management Center (CMC)

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