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Session Offers Financial Planning for the Future

10/8/2008 —

Penn State Lehigh Valley’s Adult Learner Success Series will offer a session focused on "Financial Planning for the Future" from 5:00 – 6:30 p.m., Tuesday, October 21, in the Atrium at the Fogelsville campus. Registration will begin at 4:30 p.m. and dinner will be provided.  Reservations are requested by October 14.

This informational session, sponsored by the Career Services office, will feature interactive presentations by local financial experts followed by an open Q & A period. In addition, a representative from Merrill Lynch will be on site with an information table.

Kevin Brosious will present tips on investing, budgeting, and decreasing debt. Participants can download a cash flow worksheet that will be part of his presentation. Brosious is the founder and president of Wealth Management, Inc., a fee-Only financial planning and Registered Investment Advisory firm. He is a CFP® practitioner, a CPA, and a member of the American Institute of Certified Public Accountants (AICPA). In addition, he is a Personal Financial Specialist (PFS) and is a registered financial advisor with the National Association of Personal Financial Advisors (NAPFA). Brosious is also an adjunct professor at both Penn State and DeSales Universities where he teaches personal finance, investments, and other business courses. He received his B.S. in Accounting from Villanova University and an M.B.A. from Wilkes University.

Ray Hitti will offer insight on Savings strategies and finding the “right” financial planner. Hitti has more than 15 years of experience in sales and investment analysis with an extensive background in marketing, customer services and sales. He formerly worked for John Hancock Mutual Life for 10 years and is currently employed with Pfizer Pharmaceuticals in New York, NY. Hitti is also an adjunct business professor at Penn State University. He received his B.S. in Management with a minor in finance from Penn State University and an M.B.A. with a concentration in marketing from DeSales University.

Michael Miller will represent Merrill Lynch at an information table.  Miller is employed with Merrill Lynch, Global Wealth Management.  He has over 16 years of experience in the investment markets as a Proprietary Equity Trader, Institutional Sales Trader and Financial Advisor.  Miller also focuses on families with special needs children or adults. He is a Certified Special Needs Advisor (CSNA designated) working with Good Shepherd and other special needs practices in eastern PA. He received his B.A. from Villanova University.

To reserve a space, please call Jessica Kirkwood at 610-285-5002 or email jlk296@psu.edu.

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