Johnson at Cornell University | Groups
Wealth and Life Management with Steve Headrick, Merrill Lynch

Tuesday, April 10, 2012
4:30pm – 6:00pm 
Sage Hall, East Avenue, 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, Sage Hall, East Avenue, Ithaca, NY 14853, United States

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

Add to Calendar:  Outlook  Google Calendar

Copy Link

Hosted By
Career Management Center (CMC)

Contact the organizers