Career Programs: Advanced Retirement Planning Oct 2025
Date/Time
October 8, 2025, 12:00 p.m.—1:00 p.m. EDT
Venue
Ithaca, NY
Event Details
Financial Literacy Series: Entering Retirement with Confidence
Wednesday, October 8, 2025 | 12 noon – 1:00 p.m. EDT | Zoom Webinar
Join an advanced retirement planning session with regular host Chase Wickenheiser CFP®, ChFC® ’19, and special guest Tim Seymour from CNBC’s Fast Money.
No matter your life or career stage, you can plan for your post-work future. In this session, Chase and Tim will:
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- define Traditional vs. ROTH accounts
- show the proper blend of accounts to optimize retirement tax savings
- review investment models and tax-efficient investments
- share insights on what’s going on in the investment world today
- talk about financial independence and what it means
- and much more!
Learn how to support yourself, your family, and make your money last!
Brought to you by Cornell Alumni Career Programs. Questions? Contact alumnicareer@cornell.edu
SPEAKERS:
Chase Wickenheiser CFP®, ChFC® ’19 – Vice President, Magnus Financial Group
Tim Seymour – Senior Managing Director, Magnus Financial Group; Commentator, CNBC’s ​Fast Money
