Financial Planning and Investing

Presented by: Pat Obi, PhD, Professor of Finance

The session begins with an overview of the U.S. economy and the impact of recent economic events on personal investments and income.  A step-by-step guide will be provided on personal financial planning, debt elimination, investing in stocks, bonds, and mutual funds. Participants will be given a practical guide on how to save toward education and retirement as well as how to manage personal wealth during retirement.