UNT Financial Planning Community Class Series at the DEC

The UNT Financial Planning Program in partnership with Schwab Bank is proud to offer our community class series! 100% Free, no-sales, education classes covering various personal finance and financial planning topics taught by our award winning faculty and leading financial planning experts. This semester join us for topics including Investing, Charitable Giving, Social Security/Medicare, Small Businesses retirement, Money Personalities/Habits . Meet the students in our program while connect with financial planning professionals and faculty. Let us help you improve your knowledge and reduce your financial stress!

These free Financial Literacy Community Classes are provided to the community in partnership with Schwab Bank.

Scheduled Sessions:

1/24 – Clinical Assistant Professor and Financial Planning Program - Dr. Mark Evers, CFP®, CRPC® - Session 1 - Budgeting Basics; Session 2 - Money Personalities/Habits

1/31 – Azure Bradger, CFP® - Small Business Retirement Planning

2/7 – Greg Hutto, CFA®, CFP® and Carson Perkins, CFP® – Session 1- Medicare; Session 2- Social Security

2/14 - TBD

2/21- Financial Planning Capstone Professor - Dave Ragan, CFP®, AIF – Session 1 - Investments; Session 2 – Charitable Giving Strategies

2/28 - Associate Professor of Finance, Dr. Ajamu Loving, CFP®

Brunch is provided in between sessions

Session 1 - 9 am; Brunch at 10:15 am; Session 2 at 11:00 am

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher UNT Financial Planning Program