Personal Finance Session

Name: Personal Finance Session
Start: 2025-03-20T12:00:00-04:00
End: 2025-03-20T13:00:00-04:00
Location: Private Location (register to display)

by Wharton MBA Finance Club

Presentation/Speaker(s) Finance

Thu, Mar 20, 2025

12 PM – 1 PM EDT (GMT-4)

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Private Location (register to display)

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We will be joined by Alex Witt of Prosperian Wealth Management in New York City to discuss the top personal finance topics to consider post-MBA.

Alex previously worked for 4 years out of undergrad at RBC, Evercore, and Capital Group and after being a client of the firm he joined Prosperian as an advisor in 2021.

A majority of his clients work in finance and he will be covering the top items that he sees among his post-MBA clients. Topics such as debt repayment post-MBA, savings targets for clients in finance, tax planning, benefits, planning for upcoming life events, investing, setting yourself up to create financial flexibility post-IB, and more!

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