Financial adviser to share tips on achieving fiscal health
‘Let's CU 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 鶹Ƶ 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 CU 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 CU 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 CU 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 CU 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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