Calls and Announcements

Calls and Announcements

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Save the Date for Free Financial Planning Webinars

The SIOP Foundation is partnering with DSF Wealth Management Group to offer two, free financial planning webinars in the first quarter of 2022. Both are only available to SIOP members.

The first, 10 Things to Know About Money, is intended primarily for people who are early in their careers. The second, intended mainly for those who are further advanced in their careers, will cover philanthropy and legacies.

SIOP Foundation President Milt Hakel said these sessions came about during a conversation with SIOP Fellow Rick Jacobs during which they shared regret about not knowing more about finances early in their careers.

U.S.-based SIOP members will be invited to register for these sessions via email. No personal information will be shared with DSF Wealth Management Group.

Mark your calendars now:

  • 10 Things to Know About Money
    2 p.m. EST January 27, 2022
     
  • Charitable Giving Made Easy
    2 p.m. EST March 2, 2022
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