Financial planning is a multifaceted process that encompasses savings, investments, insurance, retirement, taxes, estate and legacy issues. This seminar will offer an overview of the process and its various components, including a discussion of the skills a financial planner needs to perform this process effectively, and help individuals and households successfully reach their goals.
About the presenter
Prof. Manos Hatzakis spent two decades in the finance industry, most recently in the chief investment office at Bank of America Merrill Lynch. His core interests include optimization, simulation and statistical analysis.
About this series
The Stevens Academic Seminar Series is a joint effort by the university's three schools and one college, designed to further enrich the learning experiences of all students. Faculty-led lectures in the School of Business talks offer students valuable insights that present a practical complement to lessons and a primer on the kinds of skills employers expect new graduates to bring to the workplace.