Campus Seminar Series

2017 – 2018: 6 Common University Retirement Traps

Through our many years of providing comprehensive financial planning services to university professionals, we’ve identified six major retirement traps that professors frequently fall into.  

This seminar will reveal these big mistakes—and help you avoid them. 

Join us on campus for a 30-45 minute live presentation, followed by an interactive Q&A session to learn about important financial planning subjects that have a direct impact on your financial future.  

You’ll hear from experienced and licensed professionals, and enjoy complimentary refreshments. Register your spot by using the form below.

Join Us for a Live Seminar

Fall Presentations

  • July 17, 2017
    University of Minnesota
  • August 7, 2017
    University of Iowa
  • October 5, 2017
    Vanderbilt University
  • October 25, 2017
    University of Chicago
  • November 14, 2017
    Michigan State University

Spring Presentations

  • February 13, 2018
    University of Texas-Austin
  • February 27, 2018
    University of Minnesota
  • March 8, 2018
    Emory University
  • March 13, 2018
    University of Michigan
  • March 28, 2018
    Northwestern University: Chicago
  • April 18, 2018
    Vanderbilt University
  • April 30, 2018
    Purdue University
  • May 2, 2018
    Northwestern University: Evanston