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

Spring Presentations

  • February 21, 2018
    University of Texas-Austin
  • February 22, 2018
    Texas A&M University
  • March 20, 2018
    University of Michigan
  • March 29, 2018
    Emory University
  • April 3, 2018
    University of Minnesota
  • April 23, 2018
    Texas A&M University
  • April 24, 2018
    University of Texas-Austin
  • April 28, 2018
    Northwestern University: Chicago
  • May 2, 2018
    Northwestern University: Evanston

Fall Presentation dates and times to be announced