Financial adviser to share tips on achieving fiscal health
‘Let's ֱ Well: Building a Secure Financial Future: Strategies for Saving, Investing and Achieving Financial Independence’ is scheduled for Sept. 25 at 1 p.m. via Zoom
A University of ֱ Boulder finance expert will lead an online workshop on how to build a secure financial future this month.
Diane Hirschhorn is a is a lecturer of finance in the Leeds School of Business with more than 20 years of wealth-management experience as a financial advisor.
The College of Arts and Sciences event, titled “Let's ֱ Well: Building a Secure Financial Future: Strategies for Saving, Investing and Achieving Financial Independence,” with Diane Hirschhorn, is scheduled for 1 p.m. Sept. 25 via . Attendance is free, but registration is required at .
Hirschhorn is a is a lecturer of finance in the Leeds School of Business. She has more than 20 years of wealth-management experience as a financial advisor, providing complete wealth management strategies to clients.
Prior to lecturing at ֱ Boulder, she was a managing director at First Republic Bank. Previously, she worked for Merrill Lynch and Goldman Sachs. During her career as a wealth advisor, she has received several industry awards. At ֱ Boulder, she is the recipient of a Marinus Smith Award, which recognizes faculty and staff members who have had “a particularly positive impact on our students.”
Hirschhorn received a bachelor’s degree in economics from Cornell University and an MBA from the Anderson School at UCLA. She is also a Certified Private Wealth Advisor.
In the talk this month, she will focus on three areas:
- Financial independence.
- Earning more interest on your bank account: tips on how to optimize savings and earn higher interest.
- Setting a retirement goal: guiding participants on how to establish clear and achievable retirement goals through some very simple math.
When: Wednesday, Sept. 25, 1 p.m.
Where: , registration is required.
The hour-long session will revisit important strategies to optimize savings and earn higher interest on your bank account.
The session will conclude with a practical framework to help you decide whether to focus on paying down debt or investing for growth.
The workshop is sponsored by Be Well, the college’s wellness initiative. Let’s ֱ Well is the initiative’s regular series of expert presentations. The workshop is co-sponsored by the college’s Office for Justice, Equity, Diversity and Inclusion.
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