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

October 21, 2004

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.

Contact: Dana Ambrosini, (203) 254-4000, ext. 2726

University College at Fairfield University is the gateway for individuals seeking undergraduate and graduate degrees as well as professional certificate programs, study abroad and personal enrichment opportunities. With an emphasis on quality, convenience and flexibility, University College offers a wide variety of evening, day, online and weekend programs taught by a distinguished faculty. University College offers an enriching personal and powerful educational experience that is backed by the resources and reputation of a great Jesuit university. For program information e-mail gradadmis@mail.fairfield.edu or visit www.fairfield.edu or call (203) 254-4184

Fairfield University is a comprehensive Jesuit university that prepares undergraduate, graduate and continuing education students for leadership and service in a constantly changing world. In the 2005 U.S. News and World Report's "America's Best Colleges" Fairfield ranks third among universities with master's programs in the North and The Princeton Review named Fairfield one of the nation's 77 "best value" undergraduate institutions in "America's Best Value Colleges." Approximately 5,000 undergraduate and graduate students from 37 states, 43 countries, the District of Columbia and Puerto Rico are enrolled at the University's six schools. The University was founded in 1942 in the scenic shoreline community of Fairfield, Connecticut.