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Lessons from Babson College Students
This week’s episode is one semester in the making! Earlier this year, Marc and Christian were asked to serve as mentors in financial planning class at Marc’s alma mater, Babson College.
And as the semester wrapped up recently, they were presented with the student’s final presentation, which had to do with a real case we saw at Freedman Financial (personal information not included 😊)
Listen along to see what surprised the two from the presentation and some of their takeaways!
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #:
835940
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
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By Freedman Financial
5
66 ratings
This week’s episode is one semester in the making! Earlier this year, Marc and Christian were asked to serve as mentors in financial planning class at Marc’s alma mater, Babson College.
And as the semester wrapped up recently, they were presented with the student’s final presentation, which had to do with a real case we saw at Freedman Financial (personal information not included 😊)
Listen along to see what surprised the two from the presentation and some of their takeaways!
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #:
835940
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean