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Financial Education Series for Postdocs 2017

UC San Diego Office of Postdoctoral and Visiting Scholar Affairs

Thursday, August 3, 2017 from 12:30 PM to 2:00 PM (PDT)

Financial Education Series for Postdocs 2017
Available Dates

Ticket Information

Type End Quantity
Postdocs - Financial Education 2017 Aug 3, 2017 Free  
Graduate Students - Financial Education 2017 Aug 3, 2017 Free  
Other - Financial Education 2017 Aug 3, 2017 Free  

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Event Details

 

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.

Date Topic
February 2, 2017

Smart Money Moves in your 20s and 30s

May 4, 2017 Investing 101
August 3, 2017 Love and Money
November 2, 2017     
Employment Transition: Preparing for Change

 

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.

 

Speaker Bios:

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.

Have questions about Financial Education Series for Postdocs 2017? Contact UC San Diego Office of Postdoctoral and Visiting Scholar Affairs

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When & Where


University of California, San Diego
Medical Education and Telemedicine Building (MET), room 215
La Jolla, CA 92093

Thursday, August 3, 2017 from 12:30 PM to 2:00 PM (PDT)


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Organizer

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.

 

Contact:

Virginia (Ginger) Hazen at vhazen@ucsd.edu or (858) 822-5915

Jennifer Oh at jenn@ucsd.edu or (858) 534-6632

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Financial Education Series for Postdocs 2017
Things to do in La Jolla, CA Seminar

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