Welcome Wildcats!
Regardless of your major, you’ll find personal finance lessons from Mesirow Wealth Management to be invaluable.
Presenters and topics
In this presentation, Tiffany and Gregg explored many of the issues surrounding money and relationships, financial planning and literacy, and shared a sample budget and personal financial statement.
The second presentation from Tiffany and Gregg dove more deeply into the value and structure of budgeting and the basics of tax planning.
In the final presentation, Tiffany and Gregg introduce you to different types of financial institutions, banking account types, and the basics of investing.
Mesirow Wealth Management is a division of Mesirow Financial Investment Management, Inc., is an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.