Personal Financial Planning, hosted by NGA and FMA
Although the powerhouse of the cell is mitochondria, does Gen Z know about taxes? Saunders finance and accounting department take that joke seriously as Gen Z students express their frustration not feeling prepared for all things "adulting."
Attendees can ask questions that aren't traditionally taught in academia regarding personal finances. Get your questions answered with Saunders subject matter experts on finance and "adulting." The panel will cover topics like:
- Credit cards
- Insurance(s)
- Retirement accounts
- General tax information
- Budgeting
This event is brought to you by students in Saunders' Next Generation of Accountants (NGA) and the Financial Management Association (FMA).
Agenda:
5:00-5:15 p.m., Check-in and Introductions
5:15-6:55 p.m., Panel Session
6:55-7:15 p.m., Q&A Session
7:15-8 p.m., Reception and Networking
Panelists:
- Eric Andolina BS ’21 (business administration), MBA ’22 – Staff Accountant at The Bonadio Group
- Aidan Bowerman BS ’23 (finance) – Financial Services Professional at Argaman Smith Financial Group
- Emily Gray BS ’20 (finance) – Insurance Agent at James Gray Agency, Inc.
- Orlando Ortiz BS ’04 (manufacturing engineering technology), MBA ’08 – Real Estate Investor & Property Manager at RocOn Property Management, LLC
- Katie Rudow BS ’07 (finance) – Financial Advisor at Morgan Stanley
Event Snapshot
When and Where
Who
Open to the Public
Interpreter Requested?
No