Financial planning can be a daunting and confusing task, yet so vital. This course will cover the basics of financial planning and building an investment portfolio so you can better understand your financial position and goals. Only a few of the topics include annuities, life insurance, stock analysis, and market analysis. Come ready to uncover your financial goals and understand what you need to do to achieve them!

Moderator: Grace Valentine graduated from the University of Dayton with a bachelors in finance. Throughout college she worked as an Equity Analyst for the Davis Center for Portfolio Management, and interned at Morgan Stanley. Upon graduation, Grace stayed with Morgan Stanley where she is now a Financial Advisor.