Top 10 Mistakes You Could Be Making in Your Financial Life

Budget sheet with calculator and arrow with total circled.

Learn how to navigate myths and assumptions on the path to healthy finances.

In this webinar, join UB alumni Paul & Adam Hammer for a discussion of the top 10 mistakes you could be making in you financial life! Learn the strategies to employ or avoid when it comes to estate planning, home equity, credit cards, student debt, life insurance, and retirement saving!

This is part three of a three part series on personal finances.

Paul graduated UB in 1978 with an Economics degree. Returning to Long Island he received his MBA in Finance from the New York Institute of Technology. In 1991 Paul moved back to the Buffalo area with his family & earned the Chartered Life Underwriter (CLU) designation in 1995 and the Chartered Financial Consultant (ChFC) designation in 1996, both from the American College. He has also obtained the Accredited Investment Fiduciary® (AIF®) designation, the Accredited Estate Planner designation, and has maintained the required continuing education credits (PACE) with the American College.

Adam joined Hammer Financial Group in 2014 as a fully licensed registered staff member. He received his Bachelor of Arts in Political Science from Mercyhurst University in 2009, and his Masters of Science in Finance from the UB in 2014. Adam has earned numerous professional designations from the College of Financial Planning, including the Accredited Asset Management Specialist (AAMS®) & Chartered Retirement Plan Specialist (CRPS®).

 

Originally presented on Wednesday, February 28, 2018.