May 24, 2024

Alumna Presents Financial Literacy Series, Nov. 13

Join College of Business Alumna Debrah Farnell for the second installment of her Financial Literacy series. This seminar will focus on how to plan for having money in retirement.

There is a difference between saving for retirement and having a plan so we can match our saving to the amount of income for not only the things we need in retirement, but so we can enjoy the activities we dream about during our working years, such as vacations, a second home, golf.  You get the idea!  We may know that having a plan is important, but have yet to put it in place.

You will:

  • Learn about the traditional sources of income in retirement
  • Learn how to take steps toward creating retirement income
  • Create an inventory and personal financial statement to assess your current sources of potential retirement income

To get the most out of this workshop, we encourage you to dream about what you want your life to look like in retirement.   At the end of the workshop, you can identify how create action steps to help you take action toward financial success and the retirement you’re dreaming about.

Date: Wednesday, November 13, 2013

Time(s):
3:00 p.m. – 4:00 p.m. – UMW Faculty, Staff and General Public
5:00 p.m. – 6:00 p.m. – UMW Students

Location: Woodard Campus Center, Red Room (map and directions)

Please RSVP: Andrea Cordray at acordray@umw.edu

About The Speaker:

Debrah Farnell, CFP® ChFC® is the founder of DKM Planners, Inc. Beginning her career as a FINRA registered Series 7, General Securities Representative, and Series 66, Uniform Combined State Law Representative, in VA, MD, DC, LA, FL, CA and GA, she is also licensed to sell life and long term care insurance in VA, MD, and GA. Determined to educate and help people become financially independent, she earned the Chartered Financial Consultant® (ChFC®) and Certified Financial Planner™ professional (CFP®) designations. She holds a Bachelor of Professional Studies degree in Leadership and Management from the University of Mary Washington.