Oakland University
Monday, September 15, 2014

Office of Planned Giving to Host "Lunch & Learn" October 1st



The Office of Planned Giving hosts a monthly "Lunch & Learn" seminar series. The series provides OU faculty, staff, alumni and friends with educational tools and resources on a variety of financial and estate planning topics. Space is limited; please be sure to register in advance to ensure your seat. Lunch is provided!

Date:        Wednesday, October 1, 2014

Title:        Financial Planning 101; the Basics of Investment Planning

Time:           Noon — 1:00 p.m

Location:    Oakland Center, Gold Room A

Speaker:    Jill Gleba, Gleba and Associates

Session Overview:
 Come have lunch and learn about the basics of Investment Planning. We will cover fundamental investment concepts, types of investments, general investment strategies, and asset allocation.

Topics to be covered:
  • Fundamental investment concepts.
  • General investment strategies.

RSVP by:    Wednesday, September 23rd

There are no fees to attend either seminar, but registration is requested.

For assistance or questions please contact: 
Laura Musachio (248) 370-4403 | giftplan@oakland.edu

The Office of Planned Giving hosts a monthly "Lunch & Learn" seminar series. The series provides OU faculty, staff, alumni and friends with educational tools and resources on a variety of financial and estate planning topics. 

Created by Donna McVay (mcvay2@oakland.edu) on Tuesday, April 15, 2014
Modified by Evan Zusy (zusy@oakland.edu) on Friday, February 20, 2015
Article Start Date: Monday, September 15, 2014
Article End Date: Friday, February 13, 2015