WIMSC Lunchtime Seminar: Introduction to Money Management and Investing

Wednesday, May 1, 2024

12:00 PM-1:00 PM

Join us for an educational session to demystify investing and help plan for a financially secure future.

Featuring Michael R. Clancy, MBA, CFP, CLU, Director, Financial Planning, Drexel University College of Medicine

Attendees will learn about:

• Setting investment goals within a budget and identify the appropriate types of accounts to use for those priorities.
• Identifying the tax impact of your decisions and prioritizing investing within budget constraints.
• The What, Where, When, How and Why of personal finance.

(Q&A Included)

Register for this event

Contact Information

Jessica R. Barson
jrb455@drexel.edu