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We will be welcoming guest speaker Ian Rivero to campus as he will lead us through a case study scenario and develop a holistic financial plan! Ian has extensive knowledge in the wealth management field working as an advisor for companies such as Fidelity, and Calamos Investments. He now serves as a Senior Wealth Advisor and Partner at Power Wealth Management. He will share some of his story, and what a day in his life looks like, and will go through the case study developing a financial plan. There will be some time for questions and networking towards the end of the event! All are welcome!
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Event Details: https://bullsconnect.usf.edu/rsvp?id=1959917

MNYFRATALPHA, Education, Academic, Campus - Tampa, First Year Students, Faculty, Graduate, Indoors, Seniors, Sophomores, Juniors, Transfer Students