Financial Management Workshops

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Rochester University Workshops

Rochester University SEM100: Financial Plan Checkup
          • Enrollment open until January 10, 2025.
          • Location: UAW Local 653 Union Hall
          • Dates: Wednesdays, March 19 and 26
          • Time: 6:00pm – 8:30pm
          • Light meal will be provided.

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Testimonials

I’m amazed that my current level of income plus modest raises will give me my financial freedom. I must have a pretty good job.

I feel more confident that I have control over my finances, that I can ride out and adjust to factors that are not in my control.

So detailed and many faceted! The connectivity factor is critical, everything must work together.

I believe I can now perform my job with less stress by realizing that I am on solid ground financially.

It is clear now that financial planning is required for financial security and for peace of mind. We had plans before but not this detailed.

I am more appreciative of my job and the benefits it provides, including the opportunity to attend this class.

I feel better about my 401(k) plan. I wish I had been offered this course when I started my career.

I had never taken the time to understand what I was doing with my money, now I realize the importance of putting a plan together for my retirement.

The methodology is logical and just like the approach an engineer uses when a system is designed. Financial planning is not just stocks and bonds. Cygnet is a quality organization as demonstrated by their understanding of GM’s plans and the comprehensive nature of their models.

I feel that with a small amount of discipline I can be financially secure for life. It’s a good feeling!

Cygnet Institute has been designated by CEFEX, the Centre for Fiduciary Excellence as a nonprofit Investment Support Services (ISS) provider for plan sponsors and plan participants to educate adults in economic matters, advance their financial literacy and enhance their ability to make good financial decisions in self-directed retirement plans and non-retirement accounts. For more information click the seal or go to www.CEFEX.org.

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