Financial Planning 101 - WEBINAR
Start Date
End Date
Join us for a Webinar on July 22nd from 12noon - 1:00pm (EDT)
During the webinar, we will cover some of the following topics:
• Setting goals
• Emergency Fund
• Budgeting & Using credit
• Investing
• Tax & Retirement Planning
• Estate Planning
The Webinar will be presented by Monique Castillo, '90 A&S, Financial Advisor at Oppenheimer & Co., Inc. A graduate of Johns Hopkins University with a B.A. in International Relations, she speaks Spanish, Portuguese and Mandarin Chinese and has taught English in China.
For more information on her professional background, please access her bio-sheet or visit her website: http://fa.opco.com/monique.castillo