UNT Financial Planning Community Class Series

The UNT Financial Planning Program grant provided by a grant from Schwab Advisor Services and the Charles Schwab Foundation 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 spring, join us for topics including Tax Planning, Investments, Charitable Giving, Wiser Retirement, Social Security, Money Personalities, 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 provided to the community with a grant from Schwab Advisor Services and the Charles Schwab Foundation.

Scheduled Sessions in BLB 090 3/22-4/19; BLB 170 4/26:

03/22 – Special Guest Terrance Hutchins, CPF®, EA - Logos- Session 1- Tax Talk! Session 2-Small Business Tax Planning

03/29 - Financial Planning Adjunct Professor, UNT Alumni - Dave Ragan, CFP®, AIF – Session 1 - Investments; Session 2 – Charitable Giving Strategies

04/05 – UNT Financial Planning Alumni - Azure Bradger, CFP® - Session 1- TRS/ORP for UNT and School District Employees; Session 2- Insights into retirement planning

04/12 – Financial Planning Program Director & Professor - Mark Evers, CFP®, CRPC® - Session 1 - Winning with Money, Creating Your Strategy to Maximizing Your Wealth; Department of FIREL Lecturer - Richard Fair - Session 2 - Estate Planning

04/19 – Special Guest - Greg Hutto, CFA®, CFP® & Carson Perkins UNT Alum and Finance Department Graduate– Session 1 and 2 – Wiser Retirement Series

04/26 – Special Guest - Greg Hutto, CFA®, CFP® & Carson Perkins UNT Alum and Finance Department Graduate– Session 1 and 2 – Wiser Retirement Series

Breakfast is provided in between sessions in the BLB Atrium

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

Host or Publisher UNT Financial Planning Program