Fairfield University hosts free financial planning luncheon seminar and information session on its Financial Planning Certificate Program


Good financial planning requires more than just socking some money away in your 401(k). It involves developing an integrated plan that matches your individual financial needs with the right combination of investment vehicles so you can meet your long-term goals.

Alexander Williams, a certified financial planner and adjunct professor at Fairfield University, will share his insights on planning for retirement, saving for educational needs, choosing a good financial planner, and a host of other topics, at a free luncheon seminar on Friday, Nov. 5, at 11 a.m. in the Dolan School of Business at Fairfield University. The seminar will be followed by a question and answer session.

Williams, who teaches in University College's Financial Planning Certificate Program, will also provide information on the certificate program for those interested in pursuing a career in financial planning.

"Financial Planning is not a product, but it is a process," said Williams, a CFP with Financial Network in Brookfield. "Think of it as a road map. A way to get from here to there in a designated time frame with the fewest detours and potholes along the way. Financial planning is life planning."

The University College Financial Planning Certificate Program is designed for people working in financial planning, insurance, banking, investments, accounting, law, and other fields that require a solid understanding of the financial planning process.

The program consists of six courses, approved by the CFP Board of Standards, including Fundamentals and Principals of Personal Planning, Insurance Planning and Risk Management and Estate Planning. Students who complete the program and receive the certificate can go on to take a review course and then sit for the state comprehensive certification exam.

The seminar at Fairfield University is one of many public awareness events held each year in October by local chapters of the Financial Planning Association, to increase understanding about the role and necessity of financial planning.

The seminar and buffet luncheon is free and open to the public. To reserve a seat, please call (203) 254-4307.

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Media Contact: Nancy Habetz, (203) 254-4000, ext. 2647, nhabetz@fairfield.edu

Posted on October 21, 2004

Vol. 37, No. 88