Are you interested in a financial planning lunch seminar?

Mon, 03 Oct 2022 19:09:43 -0400

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Link to the survey: https://forms.gle/3DxdeNEVwd3NF6aC6

Dear AAAFSC Community,

Are you interested in a financial planning lunch seminar to learn strategies and tips for achieving and maintaining financial well-being?

Financial well-being is critical for families and individuals. Achieving and maintaining financial well-being requires regular assessments of your personal financial situations and careful long-term planning. Financial planning becomes even more important given the current high inflation and volatile stock market.

The AAAFSC executive board is considering sponsoring a financial planning seminar over lunch in November or December. The seminar will be delivered by certified financial planners (CFP). Potential topics include:

Family Financial Planning Basics

Family Protection Plan (e.g., life insurance)

Education Planning (e.g., 529, college financial aid)

Investment Risk Management

Retirement Planning (It's never too early to start planning)

401/403/457 Rollover Options

Social Security and Medicare

Long Term Care Planning

Estate Planning

Tax Saving Strategies

If you are interested in this seminar, please complete a quick survey by Friday Oct 14, so we know what topics we are most interested in and what time works the best for us.

Link to the survey: https://forms.gle/3DxdeNEVwd3NF6aC6

Just in case you are curious how this idea came up. Back in May, several members and I were chatting. One member brought up the issue of financing college education for their kids, which led us to talk about different things such as 403b, investing in stocks/mutual funds, and taxes. It was a great conversation and we all learned something from each other. However, there were many missing connections in our shared knowledge. We felt the need to learn from experts. Many thanks to Zhibo Zhang (Physics) for suggesting this seminar and finding certified financial planners for us .

If you have any questions, please feel free to leave a comment at the end of the survey or email me (suns@umbc.edu).

Have a great week!

Best,

Shuyan