No matter what age or stage of life you are in, having a financial plan is vital. But have you ever felt overwhelmed at the thought of a financial plan? Do you not know where to begin in terms of how to manage your investments? This class discusses all of the complexities of a financial plan and managing your investments so you can take charge of your wealth!

Moderator: Grace Valentine graduated from the Univ. of Dayton where she completed a bachelor's in Finance. Throughout college, she worked as an Equity Analyst for the David Center, while also interning at Morgan Stanley. Upon graduation she joined Morgan Stanley as a Financial Advisor.