School of Management

Forward Together

Upcoming Events

What is international financial planning?
Next Gen Mentoring Webinar

Zoom PST

In this webinar, Chia-Li Chien, Ph.D., CFP, PMP, will interview Ashley Murphy, CFP, AIF, on what financial planning professionals can do to help dual or multiple citizenship-holding clients, those with a non-US citizen spouse and find out why international financial planning is in demand.

Year-end Investment Planning
Next Gen Mentoring Webinar

Zoom PST

In this webinar, Chia-Li Chien, Ph.D., CFP, PMP, will interview Jeremy D Witbeck, MBA, CFA, CFP, on tax codes for retirement accounts, health savings accounts, tax-loss harvesting, asset location optimization and charitable donations.

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