10 Financial Strategies Most University Professionals Miss [On-Demand Webinar]

James Haygood and John Clarke, seasoned financial advisors with over 20 years of combined experience working exclusively with university faculty, present a practical session designed specifically for academics. In a relaxed, jargon-free setting, they walk you through often-overlooked but highly impactful financial planning strategies. From nuanced tax approaches and estate planning insights to smarter portfolio structures and charitable giving opportunities, you’ll come away with actionable tips and “hidden gem” strategies that can make a meaningful difference in your long-term financial picture.