You were invited to join Bruce Barton ’86 for a dinner and a discussion on personal financial planning and investing.  Bruce, a certified financial planner and chartered financial analyst shared best practices from inside a professional financial advisory firm and offer strategies and advice you can use in your own personal financial situations.

Those of you unable to make it, the resources below will be very helpful.  We have a lecture capture video of the presentation as well as a downloadable PDF of a full-text version of the presentation he made