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Seminar Series

Building a Financial Plan for School & the Future

For more than 25 years, this financial planning seminar series has been offered to Thomas Jefferson University students and hospital residents "Building a Financial Plan for School and the Future" is designed to provide important information to all current TJU students and JHS house staff who face decisions concerning repayment of their educational debt; developing a workable financial plan, including an insurance program; and getting the most out of your income. Seminar speakers are experts on their respective topics and will address individual questions in the question and answer session which follows each presentation.

For the 2014 Seminar locations, dates and times and seminar topics, please see the schedule (PDF).

Below are recordings from the 2013 Seminar Series presentations. New Recordings from the 2014 Series will be posted in April, 2014.

Managing Educational Debt 2/7/13
Listen to the 2/7/13 Presentation
Susan McFadden, University Director of Financial Aid
(To view Panopto presentation, choose 'Blackboard' from the top margin and log in using your campus key and password)

What You Should Know about Insurance 2/11/13
Watch Video of 2/11/13 Presentation
Mr. Richard D. Scott, CLU
Insurance Planning Group, Stratford, PA

What You Should Know about Mortgages 2/20/13
Listen to the 2/20/13 Presentation
Joan Kofsky
Gateway Funding
(To view Panopto presentation, choose 'Blackboard' from the top margin and log in using your campus key and password)

Practical & Legal Considerations of Planning Your Professional Future 2/26/13
Watch Video of 2/26/13 Presentation
Joseph Pozzuolo
Pozzuolo Rodden, P.C.

What Everyone Should Know about Personal and Professional Financial Planning 2/28/13
Watch Video of 2/28/13 Presentation
Timothy Valente
RBC Wealth Management