Financial Planning for Young(ish) Lawyers
Thursday, October 4, 12:00-1:00 p.m.
Northwestern Mutual, 200 SW Market St., Ste. 1600, Portland
Join the OWLS Leadership Committee on October 4 at noon
to learn how to set yourself up for financial success.
Attendees will learn about budgeting, the basics of financial planning, student loans, and how to get themselves set up financially as as an attorney. Attendees will walk away with:
- Guidelines of budget- percentages to allocate toward essential expenses, discretionary expenses, and savings and investment
- Quick tips to get set up financially- foundational layers and wealth accumulation
- Strategies toward student loans when you work in public or private sector
- Ability to schedule a free one on one consultation
All lawyers and law students welcome. No cost. Lunch provided. Space is limited. Register today!
About Hsin-Cheng Kuo, M.B.A.
Ms. Kuo is a classically trained business professional with a B.A. in Transportation Management. She earned her M.B.A. in 2005. She previously served as a Senior Manager of Financial Planning and Analysis with United Airlines in Chicago. Ms. Kuo is licensed in Series 7 and 66 with FINRA and health and life insurance with multiple states. She passed the examination for Certified Financial Planning in 2015. Ms. Kuo moved to Portland in 2014 after successful careers in Chicago and San Francisco. She was born and raised in Taiwan.
(OWLS does not endorse any particular financial product or company)
RSVP with dietary restrictions to OWLS.