Events

Jan

20

Tax Planning for MBA Students

Is there any tax benefit for the education costs incurred in obtaining an MBA? In this workshop taught by a CPA, you will learn whether the following may apply to your situation: – Tax deductibility of an MBA – Education tax credits – Student loans and grants

January 20 | 08:30 PM - 09:30 PM

Jan

27

Online Office Hours

ONLINE OFFICE HOURS WITH WHARTON EMBA ADMISSION DIRECTORS Directors of Admission Barbara Craft, San Francisco, and Diane Sharp, Philadelphia, are holding open office hours to provide the opportunity for you to pop in and ask any question you may have about the program, the application process, admissions criteria, and more….

January 27 | 04:00 PM - 04:30 PM

Feb

3

Tools to Build Your Wealth

While retirement may look different for each of us, everyone has a goal of retiring (or at least making work optional) at some point in the future. This workshop will cover determining how much you will need in retirement and the 3 pillars of retirement security including: – Social Security –…

February 3 | 08:30 PM - 09:30 PM

Feb

16

Advanced Topics in Executive Compensation

Understanding the components of executive compensation from a concentrated risk, tax and regulatory standpoint are essential to achieving your financial goals. This workshop will cover the key components of managing the elements of executive compensation including: – Employee stock options and restricted stock – Employee Stock Purchase Plans (ESPP) –…

February 16 | 08:30 PM - 09:30 PM • Virtual Event