Banana Slug Share: Ask a Financial Planner

Thinking about refinancing your student loans? Want to know the difference between an IRA and a 401(k)? Ask a financial planner in this half-hour Q&A session! All questions welcome.

Marnie Baird, (Porter, '09), CFP®, moved to San Diego after graduation and has been a financial advisor with Wealth Quest Partners, Inc., since 2017. She enjoys helping others develop a plan for their goals and navigate the often-confusing financial world. Education is important to Marnie and she enjoys assisting those nearing retirement with their financial planning as well as helping younger generations understand the importance of planning early for financial goals, including retirement.

This alumni presentation is not endorsed or recommended by the University of California.  The University makes no warranty or representation of any kind as to the accuracy or validity of the information presented.  If you are in need of specific advice (for example, health, legal, financial), please seek a professional who is licensed and can provide you with individual advice.

Monday, April 19, 2021 at 11:30am to 12:00pm

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