InsideODU: News for Faculty and Staff
Thursday, January 24, 2013

 FYI


Women's Caucus Sponsors Talk on 'Financial Planning for Working Families'

The University Women's Caucus will sponsor a free presentation, "Financial Planning for Working Families," at noon Wednesday, Jan. 30, in the River Rooms of Webb Center.

The presenter, Meg Bartelt, is a paraplanner at Tull Financial Group, a fee-only financial planning firm in Chesapeake. Four years ago, Bartelt left her career as a technical writer in the software industry to become a financial planner. She is particularly interested in financial planning for families with young children, teaching healthy money attitudes to children and the basics of good personal finance, all of which too often gets ignored amongst talk of investing and the stock market.

Bartelt received a bachelor's degree in economics from Wellesley College and a master's in financial planning from Golden Gate University. She is on the board of the Hampton Roads chapter of the Financial Planning Association and is a member of the National Association of Personal Financial Advisors. She volunteers as a personal finance coach through the Virginia Beach BankOn program.

Those who attend the program are invited to bring their lunch. For more information contact Jenifer Alonzo at jalonzo@odu.edu.

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