Seminar by UW Moris Women’s Center: Budgeting, Spending, & Saving (3/6/24)
Posted: 2/28/2024 ()
The UW Moris Women’s Center will host the second seminar of its Financial Empowerment and Literacy Series, co-sponsored by CSDE. The seminar will take place on Wednesday, March 6th from 11:30-1:00 PM in 320 Parrington Hall. Speakers in this series include Rachel McCracken (CFA®, MBA – Team Lead & Wealth Manager), Becky Wilcox (CFA®, MBA, FRM – Wealth Manager), and Larissa Vidal (Wealth Manager). In this third seminar, speakers will discussing different types of investment and allocating financial resources. Learn more about the speakers and the seminar in the full story and on the event page.
Description: Part 2 of Finance 101, we will discuss different types of investment accounts and allocating your financial resources. This includes long term savings, different types of accounts to invest in, a brief discussion of setting up and maintaining your 401k and IRA accounts. This knowledge helps analyze company benefits when considering a new job.