New Year, New Financial Resolutions

Join the Smith alumni community for a webinar designed to help with your financial goals for 2021. The webinar will cover how to plan and achieve your financial goals in 2021 and provide attendees with important financial updates and tips for the New Year. Information will be presented for alumni at all career levels. The discussion will feature Smith alumni Ben Offit '09 and May Jiang '12 of Offit Advisors.

Speaker Bios

Ben Offit is a CERTIFIED FINANCIAL PLANNER™ professional and has been working in financial planning since 2009. He was named a Five Star Wealth Manager by Baltimore Magazine for 2018, 2019, 2020, and 2021. He specializes in working with young professionals, entrepreneurs, people approaching retirement, and retirees.

May Jiang is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional and has been working in accounting and finance since 2011. She started her career as an auditor serving clients in various industries and then started her own tax practice. May's specialty is working with women entrepreneurs.

This webinar is being hosted by the Maryland Smith DC/NoVA Alumni Club.

Date


Location

Online

Contact

  • webinar
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