UNT Financial Planning Community Class Series

The UNT Financial Planning Program with sposorship from The Charles Schwab Foundation are 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 fall join us for topics including Investing, Charitable Giving, Wiser Retirement, Social Security, Money Personalities, Divorce and Finances, and Basic Estate Planning. Meet the students in our program and connect with financial planning professionals and faculty. Let us help you improve your knowledge and reduce your financial stress!

Please click here (https://forms.gle/zvzCuc2m2jgmoirT8) to order your free parking permit. You will be emailed a printable permit for your windshield.

These free Financial Literacy Community Classes are sponsored by a generous gift from the Charles Schwab Foundation

Scheduled Sessions in BLB 170:

11/2 – Financial Planning Adjunct Professor - Dave Ragan, CFP®, AIF – Session 1 - Investments; Session 2 – Charitable Giving Strategies

11/9 – Special Guest - Greg Hutto, CFA®, CFP® – Session 1 and 2 – Wiser Retirement Series

11/16 – Special Guest - Kyle Eaton, CFP®, CDFA® – Session 1 - Divorce and Your Finances; Session 2 - The Impact of Divorce on Social Security and Pensions

11/23 – Financial Planning Program Director| Clinical Asst. Professor - Dr. Mark Evers, CFP®, CRPC® – Session 1 – Understanding Your Financial Well-Being: Money Personalities and Habits; Session 2 – Business Law Lecturer - Rick Fair, Attorney at Law – Estate Planning Basics

Brunch provided in between session in the BLB Atrium

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

Host or Publisher UNT Financial Planning Program