Everything Financial: What I Wish I Knew Then

In this Alumnae Association webinar, designed for those within the first ten years of their careers, financial planner Gillian McCarthy ’12 debunks personal finance myths and misconceptions to provide guidance for these crucial years. Topics to be addressed include employer benefits, tax planning, and saving for major goals such as property purchases and retirement.

Gillian McCarthy is a Certified Financial Planner at J.H. White Financial. She graduated from Mount Holyoke College in 2012 and majored in Economics. Today she works with clients to create financial plans and manage their investments. She does this by taking a deep dive into their financial situation and then provides actionable steps to bring a clear and strategic plan to their personal finances. Outside of the office, Gillian stays busy helping her husband with projects on their small farm in southeastern Pennsylvania. She is active with the Dressage at Devon horse show committee, the National Association of Financial Planners and the Royersford Business Association. 

Recording Statement: This event will be recorded. This event is being conducted over Zoom. As the host, Mount Holyoke College reserves the right to record this session. The recording feature for others is disabled so that no one else will be able to record this session through Zoom. At all times, no recording by any other means is permitted without prior written permission from the event sponsor or as an approved accommodation. 

Event Accessibility: This event will include an oral and visual presentation about personal financial management followed by Question and Answer time with event presenters; polls will be included in the presentation. For inquiries about the accessibility of this event or to request any accommodations, please email programs_team-g@mtholyoke.edu. Please make accommodation requests no later than Wednesday, November 18, 2020 to allow for implementation time; however, in all situations, a good faith effort will be made to provide accommodations up until the time of the event.

Event Times: San Francisco 8:30amPDT (UTC -8), Boston 11:30amEST (UTC -5), Accra 4:30pmGMT (UTC +0), Central European Time 5:30pmCET (UTC +1), Nairobi 7:30pmEAT (UTC +3), New Delhi 10:00pmIST (UTC +5:30), Beijing 12:30amCST on Dec 9 (UTC +8)

 

Thursday, December 3 at 11:30am to 12:30pm

Virtual Event
Event Type

Gatherings & Meetings

Event Topic

Health & Wellness

Event Audience

Students, Alums

Group
Alumnae Association
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