Financial Planning Day

When: Sat, October 12, 2013, 09:00 AM - 04:00 PM

Map

Where: Polsky Building 567,
Taylor Institute of Direct Marketing

Schedule of Events

  • 9.00 - 9.30 am - Arrive and Network
  • 9.30 - 10.30 - Welcome and General Financial Planning: Doug Robinson CFP
  • 10.30 - 11.30 - Risk Management: Jeremy D Ditullio CFP and John D May III Manager of Investments(former UA Grad)
  • 12.30 - 1.00pm - Break(Lunch and Refreshments will be provided)
  • 1.00 - 2.00 - Retirement Planning: Everard B Corcoran CFP
  • 2.00 - 3.00 - Credit Management: Victor Russell
  • 3.00 - 4.00 - Estate Planning: Molly Balunek CFP

Location:
Polsky Building, 225 S. Main Street, Akron, OH 44325-4807 330-972-7110
Room 567, Taylor Institute for Direct Marketing (5th Floor)
Parking is FREE at the West Campus Parking Deck (Polsky Deck) at 275 S. High Street Stay on main level of deck and enter Polsky building from bridge that is connected to the deck Take the elevators in Polsky to the 5th Floor, Room 567 (if entering from street level use High Street entrance as the doors at Main Street are locked).

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