A Pathway-Driven Financial Planning Framework for Graduate/Professional Students

Abstract

Whether it's law, medicine, business, or another professional field, graduate and professional students often have a defined path based on their chosen discipline. Each one of these pathways largely dictate financial planning inputs in more predictable, but unique ways. Attend this session for a framework to approach pathway-driven financial planning that accounts for everything from cashflow management and common student loan repayment strategies for different careers, to insurance, investing, and estate planning considerations.