virginia.edu
dsfdsfdsf

Hoo$ Smart About Money: Reduce Your Taxes, Enhance Your Financial Well-Being, and $ave Thousand$

Date & Time

June 7, 2019 @ 2:30 p.m. - 3:30 p.m.

Location

Minor Hall, Room 125
McCormick Road
Charlottesville, VA 22903

Podcast

Overview

Research indicates that most of us could save an average of more than $1,000 annually by choosing a different health plan, yet many individuals continue to enroll in more expensive, traditional insurance plans. Find out how much you can save by breaking with tradition, switching health plans, and building assets tax-free.

Speaker(s)

Dorothy (Dot) Kelly

Robert B. Hardaway, Jr. Lecturer of Personal Finance, McIntire School of Commerce

Dot Kelly teaches personal finance to fourth-year students who are not enrolled in the McIntire School of Commerce. She also serves as Director of the CFA® Program Partner Initiative at McIntire, assisting students who may be interested in pursuing careers in investments and enrolling in the CFA Program.

Ms. Kelly’s two main interests are promoting financial literacy and advancing ethics in the financial services industry. To foster and promote financial literacy and well-being, Ms. Kelly leads personal finance sessions for a variety of audiences on Grounds. To advance ethics in the financial services industry, Ms. Kelly founded Peripatos Group LLC, which develops and provides ethics education and engagement for the financial services industry.

>