Fairfield University hosts free financial planning morning seminar for Financial Planning Week

Fairfield University hosts free financial planning morning seminar for Financial Planning Week

People are living longer, but Social Security is a big question mark. Now more than ever, it's important to plan for the financial future - and that means doing more than setting aside the minimum contribution in the company retirement plan.

"Some people never thought they were going to be starting a new career at age 65. Some people think their pension will be enough to live on and it's not," said Alexander Williams, a certified financial planner™ and adjunct professor in University College at Fairfield University's Certified Financial Planner Certificate program. "Everyone needs financial planning, not just the wealthy."

Williams is one of four speakers who will share insights on planning for retirement, saving for educational needs, real estate planning, and other topics, at a free morning seminar on Wednesday, October 12, in the Dolan School of Business at Fairfield University. The seminar, which will feature a free breakfast and lunch, is being sponsored by Metlife in association with the Financial Planning Association of Fairfield County and is being conducted as part of the Financial Planning Association's Financial Planning Week, which runs this year from Oct. 3-9. Each October, local chapters of the FPA hold events to increase understanding about the value of financial planning.

Williams will also provide information on University College's certificate program for those interested in pursuing a career in financial planning.

The seminar will kick off with a complimentary breakfast at 9 a.m. when Williams will discuss the "Importance of Financial Planning." Kathy Jacaruso, senior vice president with Fidelity Investment Institutional Services will then discuss "Saving for College Using 529 Plans," at 10 a.m. At 11 a.m., Mark C. Sullivan, a certified senior advisor and Territorial Director of Long-term Care Sales at MetLife, will discuss "Planning for your Long-Term Care."

Williams will offer a summary of the morning sessions at noon, and at 1 p.m., Bill Lane, CFP with Lane Financial and another adjunct professor at Fairfield University, will give an overview of "Estate 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 financial planning seminar and buffet luncheon is free and open to the public. To reserve a seat, please call (203) 254-4307.

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.

Posted On: 09-27-2005 10:09 AM

Volume: 38 Number: 45