Women's Caucus Event: Financial Planning/Save the Date

University Women’s Caucus

Invites the campus community to:

 

Financial Planning for Working Families

 

Wednesday, January 30th at 12:00 noon

River Rooms, Webb Center

(please feel free to bring your lunch)

 

Meg Bartelt, Presenter
 

Meg Bartelt is a paraplanner at Tull Financial Group, a fee-only financial planning firm in Chesapeake. Four years ago, Meg left her career as a technical writer in the software industry to become a financial planner. Meg is particularly interested in financial planning for families with young children, teaching healthy money attitudes to our children, and the basics of good personal finance, all of which too often gets ignored amongst talk of investing and the stock market.

Meg received her Bachelor’s degree in Economics from Wellesley College and her Master’s degree in Financial Planning from Golden Gate University. She is on the board of the Hampton Roads chapter of the Financial Planning Association and is a member of NAPFA (National Association of Personal Financial Advisors). She volunteers as a personal finance coach through the Virginia Beach BankOn program.

 

For more information contact Jenifer Alonzo at jalonzo@odu.edu

* Financial Planning workshop Jan 2013.docx  (179.4 KB)

Posted By: Katherine Meredith
Date: Tue Jan 08 15:54:11 EST 2013