Personal money management and financial planning are critical skills to achieving financial freedom and independence. We aim to provide students with the knowledge and skills necessary to help make informed investment decisions, including how stocks, bonds, and other investments fit together as part of a diversified strategy. Other topics include wealth management, retirement strategies, asset allocation models, estate planning, and risk management. Come build a comprehensive checklist of important financial documents and a list of follow-up action steps so that you’re better prepared for life’s challenges and obstacles.