Personal Financial Management
with Jonathan Pond, “America’s Financial Planner”
Jonathan Pond, the Emmy Award-winning host of 19 public television programs and eight books on investing, will teach you his proven techniques for effectively building and managing wealth, maximizing portfolio performance and achieving your retirement goals on schedule. Pond is internationally known for his ability to explain complex financial strategies and his no-nonsense approach to investing and financial planning.
Sensible and productive investing is not gambling — it comes from following some core principles and is less dependent on economic and financial cycles than most people think. This program will help you develop personal plans for saving, investing, retirement and estate management, as well as provide invaluable tools for teaching children and grandchildren about financial responsibility.
Known as “America's Financial Planner,” Jonathan will help you evaluate if you are financially on track for retirement and make the necessary adjustments needed — it's not too late!
To ensure a small group in an intimate learning environment, space is limited to 60 participants. Ample time is allotted for personal questions to be addressed.
- Achieving Your Financial Dreams
- Accumulating Real Wealth
- Using Debt to Your Advantage
- Putting Money Away for a Prosperous Future
- Becoming a Savvy Investor
- Supercharging Your Investments
- Buying and Maintaining a Home
- Paying for College and Other Big Ticket Items
- Giving Uncle Sam His Due and Not One Cent More
- Securing the Future for You and Your Loved Ones
- Making Smart Decisions a Family Affair
- Enjoying a Great Retirement
- Savoring the Good Life — Now and Later
Jonathan Pond, Ph.D.
Jonathan Pond's work in educating the public on financial matters has been far-reaching and widely recognized. His 16 prime time public television specials have been critically acclaimed for their effectiveness in providing useful and understandable financial guidance to people of all financial circumstances. Jonathan has been the pioneer in bringing low-cost, personalized money guidance to American households. His customized financial review reports are the most popular thank-you gift in public television history. He is widely sought as an objective and entertaining observer of the investing and personal financial planning scenes and has made regular national appearances on network and cable television stations, including regular segments on CNN and over 50 appearances on NBC's Today Show. He is the recipient of many awards, including:
- The Malcolm Forbes Public Awareness Award for Excellence in Advancing Financial Understanding
- A Gold Medal at the Worldfest International Film Festival for a program on how individuals and families can benefit from the new tax rules
- A Silver Medal at the Houston International Film Festival for his program on achieving financial security
- An Emmy award for his contributions to a television series on financial planning in the 21st century
The American Society of Association Executives and the Newsletter Writers Association have recognized Jonathan as an outstanding author and over one million copies of his books have been sold. He was educated at the University of North Carolina, Emory University and the Harvard Business School. More on Jonathan Pond
| 8:30–9:00am | Registration Check-In, Rady Campus |
| 9:00–10:30am | Introduction Achieving Your Financial Dreams Accumuating Real Wealth Using Debt to Your Advantage |
| 10:30–10:45am | Break |
| 10:45–12:15pm | Putting Money Away for a Prosperous Future Becoming a Savvy Investor Supercharging Your Investments |
| 12:15–1:00pm | Lunch, Rady Campus |
| 1:00–2:15pm | Securing the Future for You and Your Loved Ones Buying and Maintaining a Home Paying for College and Other Big Ticket Items |
| 2:15–2:30pm | Break |
| 2:30–3:30pm | Giving Uncle Sam His Due and Not One Cent More Picking the Right Professionals to Advise You, If You Really Need Their Advice |
| 3:30–3:45pm | Break |
| 3:45–5:00pm | Enjoying a Great Retirement Can You Get There From Here? Finding Out Where You Stand Savoring the Good Life — Now and Later |