MWAG
A financial life, mapped.
Our fall schedule, in order, from kickoff to wrap-up. Click a date to see what we cover.
Kickoff & Info Session
An introduction to MWAG: what the semester covers, how meetings run, and how to become an active member. No background required. Just show up. (location pending)
Intro to Wealth Management
Doug Watts walks through what the wealth management profession actually looks like day to day — setting the stage for everything the semester covers.
Retirement Planning
Irfan Bhabhrawala on 401(k)s, 403(b)s, IRAs, and Social Security — how a plan gets built for the decades after a paycheck stops.
Break
No meeting this week. We're back on October 16.
Risk Management & Insurance
Ryan Molesworth on life, disability, and umbrella coverage; The planning work that protects everything else you build.
Tax Advising
Professor Jim Hines on tax strategy — how tax planning shapes nearly every other decision in a financial plan.
Halloween Social
A costume-optional social night — no guest speaker this week, just a chance to unwind with the club.
Estate Planning
Natalie Peters on wills, trusts, and beneficiary planning — a topic that ties together much of what the semester has covered.
Business Owner Advising
Matt Gibson on what it takes to advise a business owner's finances — a different kind of client with different planning needs.
Investments
Justin Kessler on asset allocation and diversification, taught through a goals-based planning lens and how an advisor thinks about a portfolio.
CFP Pathway
A closer look at the Certified Financial Planner certification: exam structure, coursework requirements, and how students can start working toward it now. Speaker to be confirmed.
Semester Wrap-Up
No guest speaker this week. The semester closes with a look ahead to next semester and leadership transitions.
Join MWAG.
Fill out our interest form to get on our mailing list, or apply directly to one of our Associate teams below.