This unique and FREE event is an opportunity for students to develop financial literacy in an interprofessional setting. Most young health professionals are burdened with high rates of student debt while also reporting low confidence and high stress regarding personal finances.
Health Professional Financial Planning Workshop
Date: Friday, April 14
Time: 5-9 PM
Place: Rennebohm Hall (UW-Madison School of Pharmacy)
*Event is free and dinner provided
Registration: https://forms.gle/VaynBBPH54MDJVBe7
Calendar page: Health Professional Financial Planning Workshop – by Phi Lambda Sigma – School of Pharmacy
Programming and Speakers:
- Keynote: Michelle Chui, PharmD, PhD; Professor and Division Chair, Department of Social and Administrative Sciences, School of Pharmacy
- Breakout Sessions – (each student may attend 3)
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- Budgeting basics: Jim Shovein, MBA; Lecturer, Department of Finance, Investment, and Banking, School of Business
- Investing and retirement planning: Michael McKersie, CFP; Registered Investment Adviser Representative, Wealth Advisor for Level Four Financial, LLC
- Student Loans: Emma Craword, MS, CFP; Director of Financial Wellness and Financial Aid Advising, School of Medicine and Public Health
- Making the most of your workplace benefits: Stacy Martin, MBA; Director of Human Resources, Grant Regional Health Center
- Life planning and home ownership: Michelle Chui, PharmD, PhD
- Starting your own business: Matt McGowan, PharmD; Owner of Mt. Horeb Family Pharmacy
- Game of Life Simulation
Contact plsbetaalpha@gmail.com or hschier@wisc.edu with any questions or concerns.