Financial Education Series for Postdocs 2017
Thursday, May 4, 2017 from 12:30 PM to 2:00 PM (PDT)
Financial Education Series for Postdocs
This series of workshops, presented by Curo Financial Planning, will teach you how to maximize your financial potential early in your career.
|February 2, 2017||
Smart Money Moves in your 20s and 30s
|Medical Education and Telemedicine (MET), Rm 215|
|May 4, 2017||Investing 101||Medical Education and Telemedicine (MET), Rm 215|
|August 3, 2017||Love and Money||TBA|
|November 2, 2017||Employment Transition: Preparing for Change||TBA|
As many people are concerned about how to plan for their financial future as their careers advance (e.g. purchasing a home, investment options and to how to plan for a move to a different location or a return to a home country), the program offers a complimentary one-on-one personal consultation. These one-on-one consultations are a great way to get individual solutions that fit your specific financial situation. If you would like to schedule a session, time slots will be available to meet on campus the next week after the workshop. These one hour sessions with a Financial Advisor are confidential and complimentary. A sign-up sheet will be available at each workshop.
Jim Lingelbach, CFP®, ChFC®, CLU®, CASL®, Senior Financial Planner (CA Insurance Lic # 0764473)
Jim has been in the financial services industry since 1988 and has developed a practice to provide written, objective, comprehensive financial plans through a collaborative effort between client and advisor enabling the client to proactively create their financial lives.
Ciano Villaquiran, CFP®, ChFC®, Financial Planner (CA Insurance Lic # 0I70072)
Ciano has been in the financial services industry since 2012 and received a financial degree from the University of San Diego. His objectives are to engage clients in a process to identify their personal financial goals, while developing lifetime roadmaps for achieving those goals.
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UC San Diego Office of Postdoctoral and Visiting Scholar Affairs
The UC San Diego Office of Postdoctoral and Visiting Scholar Affairs is under the Vice Chancellor for Research, and our mission is to advance the research enterprise through postdoctoral training and research education.
Virginia (Ginger) Hazen at firstname.lastname@example.org or (858) 822-5915
Jennifer Oh at email@example.com or (858) 534-6632