Best Practices in Personal Finance

Join LFGSM Business Leader Faculty Member, David B. Johnson, CFA, as he presents practical guidance on managing your personal finances. During this session, Mr. Johnson will the address the following questions:

• What are the priorities to focus on first?
• What are some easy mistakes to avoid?
• How do I start saving, and where should I allocate that savings?
• What strategies are appropriate for retirement savings?
• What tax-savings strategies remain available?

This seminar is available in person and remotely via Blue Jeans. When registering for the event, please answer the questions based on your interest. This will help guide Mr. Johnson's presentation.

Dave Johnson has worked for over 20 years in the institutional investment management business and is currently principal of ZHP Capital, an organization providing financial solutions to individuals, families and their businesses. Dave received a BA in Economics and Political Science from Iowa State and an MBA in Finance from the University of Chicago. Dave is a CFA charterholder and teaches Finance and Investments at Lake Forest Graduate School.

Questions? Contact studentservices@lfgsm.edu.