Grizzly Guide to Wealth: Webinars
The Grizzly Guide to Wealth is a webinar series hosted by George Psaradakis (’21) that provides fundamental education on personal finance topics. We welcome Ursinus College alumni in the financial profession to provide insights and share their knowledge that they believe every student should know.
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Passport to Education: A Financial Guide to Studying Abroad | Grizzly Guide Webinar | Paula Álvarez & Marlie Derstine
George Psaradakis
Paula Álvarez is the Director of International Programs at Ursinus College and Marlie Derstine is a Study Abroad and International Student Advisor. On this webinar, we discuss the financial implications students may face when they study abroad, as well as how political and economic factors may affect their study abroad experience. Paula and Marlie also help us understand the nuances and details of study abroad, such as insurance, housing, and how study abroad is funded.
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Bodybuilding and Budgeting: A Check-In with Julian Smith | Grizzly Guide Webinar | Julian Smith
George Psaradakis
Julian Smith is a Quality Assurance Specialist and an IFBB Pro Bodybuilder. On this webinar, we catch up with Julian to discuss the changes to his financial situation since our first conversation. We discuss some of the behavioral changes he’s made that have allowed him to make the most of his finances while also being able to start his investing journey. We also discuss topics in personal finance, behavioral finance, and financial planning.
Please see the following links for additional information:
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How Do Taxes Affect You?: A CPA's Guide to Navigating Your Income, Part 1 | Grizzly Guide Webinar | Ruthann Woll, CPA
George Psaradakis
Ruthann Woll is a Certified Public Accountant at advisory firm RKL. On this webinar, Ruthann provides an overview and walkthrough on personal taxes and provides a foundation for what we should know when discussing our taxes. She also outlines different corporate structures and how each may be taxed.
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How Do Taxes Affect You?: A CPA's Guide to Navigating Your Income, Part 2 | Grizzly Guide Webinar | Ruthann Woll, CPA
George Psaradakis
Ruthann Woll is a Certified Public Accountant at advisory firm RKL. On this webinar, Ruthann discusses how different retirement plans can affect your taxes.
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How Do Students Invest?: A Look at UCIMCO's Strategy | Grizzly Guide Webinar | Robert "Cole" Grubbs
George Psaradakis
At the time of this recording, Robert “Cole” Grubbs is a current student at Ursinus College. Cole is the Chief Research Officer for the Ursinus College Investment Management Company (UCIMCO). On this webinar, he overviews the different strategies of the fund and the research that goes into the investment decisions that are made for the portfolios on an ongoing basis.
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Is It Worth Knowing Your Net Worth?: How to Track and Increase Your Wealth | Grizzly Guide Webinar | Christopher DeLeon, CFP, ChFC
George Psaradakis
Chris DeLeon is a Certified Financial Planner and Chartered Financial Consultant. On this webinar, he overviews net worth and how it is calculated. He then does a deeper dive into various kinds of debts, comparing “good” and “bad” debts, and offers different strategies for how to pay off debts and why these strategies vary based on an individual’s goals.
Contact Chris at: deleon.christopher924@gmail.com
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The Financial Roadmap: A Planner's Guide to Financial Strategies | Grizzly Guide Webinar | Lance Rosina, CFP
George Psaradakis
Lance Rosina is a Certified Financial Planner and Family Wealth Advisor at Bernardo Wealth Planning. On this webinar, Lance outlines core personal finance principles that serve as a foundation to establish healthy financial habits for the present and future.
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Venturing Into Venture Capital: Scaling Strategies for Small Businesses | Grizzly Guide Webinar | Johnathan Myers, CFA
George Psaradakis
Johnathan Myers is a private markets equity analyst for SEI. On this webinar, Johnny guides us on a deep dive into Venture Capital investing and why a business may consider seeking venture capital when trying to grow their business.
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Building Wealth, Building Communities: Addressing Fair Housing Access and Pathways to Opportunity | Grizzly Guide Webinar | Anthony Sierzaga, Esq.
George Psaradakis
Anthony Sierzaga is a Senior Attorney at Community Legal Aid Society, where he aids his clients in affordable housing. On this webinar, he navigates us through the waters of affordable housing, including the differences between programs, including Section 8 housing and tax credit housing.
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Secure Your Tomorrow: Understanding the Essentials of Estate Planning | Grizzly Guide Webinar | Anthony Sierzaga, Esq.
George Psaradakis
Anthony Sierzaga is a Senior Attorney at Community Legal Aid Society. On this webinar, he helps to overview the fundamentals of estate planning and describes the difference between all of the mechanisms involved in estate planning, such as: revocable and irrevocable trusts, medical directives, and power of attorney assignments.
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From House Hunter to Homeowner: What You Should Know About Real Estate | Grizzly Guide Webinar | Aaron Diamond
George Psaradakis
On this installment of the Grizzly Guide to Wealth webinar series, we sit with Aaron Diamond to discuss the home buying and selling process and discuss arguments for and against renting as opposed to buying a home. We also discuss the differences between real estate brokers and agents.
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Empowering Your Education: Navigating Student Loans | Grizzly Guide Webinar | Ashling Suppan O'Connor
George Psaradakis
On this installment of the Grizzly Guide to Wealth webinars, Ashling Suppan O’Connor provides the basics of student loans. Ashling graduated from Arcadia University in 2017 with her Master’s in Education in Applied Behavior Analysis. Ashling is the Associate Director of Aid at Ursinus College where she works with students and families to navigate the financial aid process. In this webinar, Ashling details the fundamentals of private and federal loans, various repayment strategies, the difference between forbearance and deferment, and alternatives to student loans for undergrads and graduate students.
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Empowering Your Education: Understanding New Student Loan Legislation | Grizzly Guide Webinar | Ashling Suppan O'Connor
George Psaradakis
On this installment of the Grizzly Guide to Wealth webinars, Ashling Suppan O’Connor breaks down the new legislation surrounding federal student loans. Ashling graduated from Arcadia University in 2017 with her Master’s in Education in Applied Behavior Analysis. Ashling is the Associate Director of Aid at Ursinus College where she works with students and families to navigate the financial aid process. In this webinar, Ashling details the new SAVE policy and how it affects borrowers as well as the guidelines surrounding the new program.
Please see the Federal Student Aid Office link in the comments below for the latest information and developments on SAVE policy legislation.
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What to Know Before You Begin Investing | Grizzly Guide Webinar | David Drea, CFP
George Psaradakis
On this installment of the Grizzly Guide to Wealth webinars, we meet with David Drea (’19), who introduces us to the basics of investing. David holds the Certified Financial Planner designation and is a financial planner with Morgan Stanley. David graduated Ursinus in 2019 with his degree in Applied Economics and Politics. In this webinar, David gives us an introduction to the markets. He overviews a variety of different investment vehicles as well as some insights to industry jargon, such as a “bull” or a “bear” market.
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Pennies Add Up | Grizzly Guide Webinar | Ed Lambert, CRPC
George Psaradakis
The Grizzly Guide to Wealth Webinar Series allows Ursinus alumni who work in the financial industry the opportunity to provide financial education to their fellow alumni, students, and Ursinus faculty. In this webinar, we discuss how compound interest works as it relates to investing, how young adults can start investing for their future, how different age groups differ in their investing journeys, and how we can help break the stigma around investing.
