Grizzly Guide to Wealth: Webinars
Files
Download Webinar (183.7 MB)
Loading...
Date Recorded
9-2024
Run Time
1:17:09
Description
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.
Guest Name
Lance Rosina, CFP
About the Guest
Lance Rosina graduated from Ursinus College in 2014 with his degree in Business & Economics. During his time at Ursinus, he was a member of the Men’s Football Team. Since graduating, Lance has attained his Certified Financial Planner designation and is a family wealth advisor for Bernardo Wealth Planning, where he aids his clients in various stages of financial planning, such as estate planning, education planning, and retirement planning.
Keywords
behavioral finance, debt management, budgeting, savings accounts, financial planning, expenses
Disciplines
Finance and Financial Management
Disclosure
This recording is for educational purposes only and should not be considered as investment, tax, or legal advice. Opinions expressed are as of the date of recording. Such opinions are subject to change. The views and opinions of guests on this program are not necessarily those of Ursinus College and its affiliates. Ursinus College does not provide investment, tax, legal, or other related advice. Past performance is not a guarantee of future results. All investments are subject to investment risk, including possible loss of principal. Please consult with a financial, tax, legal, or related professional with questions about your specific situation.
