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UVA Clubs: Managing Finances with Dot Kelly

January 13 @ 12:00 pm - 1:00 pm

Managing Finances: 401(k) and 403(b) Plans From Starting Early/Finishing Strong with Dot Kelly (DAR ’92, PAR ’19), McIntire Faculty Member

A new year is coming, and it is a great time to review your finances, including any employer-sponsored retirement plans such as 401(k) or 403(b) accounts you have. Join Dot Kelly (DAR ’92, PAR ’19), the Robert B. Hardaway, Jr. Lecturer — Personal Finance at the McIntire School of Commerce, as she discusses the risks and rewards of these plans, investment choices and allocations, and ways to make the most of your employer-sponsored retirement offerings throughout your career.

Alumni, friends, and families are invited to join the discussion to learn:

  • How do you select funds to manage your risk tolerance, age, and the amount you’ll need to retire?
  • Are you contributing enough to maximize your employer’s match? Should you contribute more?
  • When was the last time you reviewed or rebalanced your portfolio?

About our speaker:

Dorothy C. Kelly, CFA teaches personal finance to UVA 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.

She is a proud Wahoo with an MBA from the Darden School of Business, and the very proud parent of a double Hoo with degrees from the College and the Batten School of Leadership and Public Policy.

In addition to teaching a 3-credit elective on personal finance, she conducts personal finance sessions (like this one) for various members of the UVA community on and off Grounds.

The Zoom link will be emailed to all registrants prior to the event.

If you have any questions, please contact us at uvaclubs@virginia.edu.