Mary Hiss will be discussing the basics of financial planning, including goal setting, budgeting, savings strategies, investing, and managing risk. Mary serves as a Relationship Manager with Orgel Wealth Management. She is a CERTIFIED FINANCIAL PLANNER™ with over 12 years of industry experience. There will also be time reserved for Mary to answer questions you may have.
Our presenter:
Mary Hiss, CFP®, CIMA®, CTS
Relationship Manager
Mary serves as a Relationship Manager at Orgel Wealth Management and has over 11 years of industry experience. As one of the Firm’s financial planning professionals, Mary provides objective advice in the fields of investment management, insurance, tax, retirement, and estate planning.
Mary earned her Bachelor of Science degree in business management from Edgewood College in Madison, Wisconsin, graduating summa cum laude. Mary holds the CERTIFIED FINANCIAL PLANNER certification, the Certified Investment Management Analyst® designation, and the Certified Tax Specialist designation.
*Orgel Wealth Management does not provide legal or accounting advice.
The event will be from noon to 1:30 pm in the Memorial Student Center Ballrooms. Lunch will be provided.