Philadelphia University + Thomas Jefferson University

Seminar Series

Building a Financial Plan for College & 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 College 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 2018 Seminar locations, dates and times and seminar topics, please see the schedule (PDF).

Below are the most current seminar series recordings available.  

Managing Educational Debt 2/17/15
Watch the 2/17/15 Presentation
Susan McFadden, University Director of Financial Aid

What You Should Know about Insurance 2/23/16
Watch the 2/23/16 Presentation
Mr. Richard D. Scott, CLU
Insurance Planning Group, Stratford, PA

Mindi Vogel
Megro Benefits Company, Conshohocken, PA

What You Should Know about Mortgages 4/6/15
Watch the 4/6/15 Presentation
Joan Kofsky
Gateway Funding

Practical & Legal Considerations of Planning Your Professional Future 4/05/16
Watch the 4/05/16 Presentation
Joseph Pozzuolo
Pozzuolo Rodden, PC

What Everyone Should Know about Personal and Professional Financial Planning 3/16/16
Watch the 3/16/16 Presentation
Timothy Valente
RBC Wealth Management