Presenter: Mark Peterson, CFP, Ameriprise
Time/Location: 11:00am-12:00pm; UC, Regency Room
Audience: Useful for all faculty, staff, and administrators
Description:
Starting with your dreams, this workshop will walk you through key areas of financial planning, including employer-sponsored benefits, demystifying the concepts and showing how they are connected. Participants will be provided materials to be able to make progress on their own financial plan in this workshop.