The Wharton MBA Program for Executives is pleased to offer a virtual webinar series dedicated to enhancing your financial literacy and expertise. Join Barbara Craft, Director of Admissions, and Sue Mazzetti, Partner at Quorum Private Wealth, for the first workshop in our series. This session will focus on identifying your financial goals and exploring the tools available to help you achieve them, including:
- Home financing – identifying your home financing goals and the appropriate type of mortgage or other financing needed to meet your goal
- Life Insurance – do you need life insurance and if so, what type of insurance is appropriate to meet your need (e.g. term life vs. whole life)
- Education planning for your dependents – identifying your education funding needs and the benefits of 529 plans vs. UTMA accounts
- Charitable Giving – how to maximize your giving impact