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Wealth and Life Management with Steve Headrick, Merrill Lynch

by Career Management Center (CMC)

Professional

Tue, 10 Apr 2012

4:30 PM – 6:00 PM

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B01

Sage Hall, East Avenue, Ithaca, NY 14853, United States

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Description

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, East Avenue, Ithaca, NY 14853, United States

Hosted By

Career Management Center (CMC)

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