*1.First Name:(Required.)

*2.Last Name:(Required.)

*3.Email Address:(Required.)

4.Graduating Class:

2023

2024

2025

2026

2027

5.What type of presentation would you find most beneficial? 
Check all versions that interest you as we can offer hybrid presentation

Interactive: Together we would work through a Budgeting Tool, and everyone would have the opportunity to develop a "Rough Draft" version of a personal savings allocation model

Informational: I would walk everyone through the 4-Fundamental Areas of Financial Planning by utilizing various examples, high-level descriptions, and relatable stories

1-on-1 Sessions: I would make myself available to each participant for optional 20-minute, 1-on-1 meetings where I would be able to deliver more personalize advice

6.What topic are you most interested in learning about:

Budgeting

Credit Score / Refinancing Loans

Investments (Stocks, Bonds, ETFs, etc.)

Investment Vehicles (Individual, 401k, Roth IRA, etc.)

Compounding

Inflation

7.Are there any other topics that you would like us to cover?

8.What is your #1 Financial Goal?

9.Expected Job After Graduation?

10.Expected Destination After Graduation?