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Workshop on Financial and Investment Planning

Presentation by Michael Savage,
Senior Manager at Ernst & Young LLP

Tuesday, September 25, 2007
6:00-7:30 PM

Location: TBD
Cost: Free
Michael Savage Bio

Click Here To Register

The UVA Club of Washington is pleased to host Michael Savage, personal financial advisor from Ernst & Young on September 25. This free educational seminar by Mr. Savage will cover estate, education, insurance, investment, retirement and personal tax planning as well as the importance of asset allocation. Topics include will, gift giving, student loan deduction, life time learning credit, HOPE credit, Coverdell education saving account, 529 plans, life insurance, property/casualty insurance, 401(k), IRA, taxable account, time value of money, asset allocation and asset correlation.

For more information, contact Matt at networking@dchoos.org.

 

Financial Planning
Tuesday
September 25, 2007


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