Posted: Wednesday Apr 2, 2014
April 2, 2014
Saint Vincent College Alex G. McKenna School of Business, Economics and Government will present a personal financial planning roundtable by James G. Meredith, CPA/PFS, executive vice president of Hefren-Tillotson financial advisors, at 7:30 p.m. Thursday, April 10, at the Fred M. Rogers Center on campus. This is the second of a two-part public education series on personal financial planning.
Jim Meredith is the financial expert of the popular radio program, Hefren-Tillotson's: Your Money and You, heard every Sunday morning on KDKA-AM 1020. As an Executive Vice President of the firm and the President of Masterplan, Inc., Hefren-Tillotson's parent company, Meredith has been a leader on the Hefren-Tillotson team since 1977. Meredith has more than 35 years of extensive professional experience in the areas of finance and taxes, which he continually calls upon in helping clients obtain their financial objectives.
Meredith has earned the prestigious Personal Financial Specialist (PFS) designation. The American Institute of Certified Public Accountants (AICPA), a national professional organization of CPAs has only granted the PFS accreditation to about two percent of CPAs nationwide. To earn this honor, Meredith met six requirements, including a rigorous technical exam and a peer review of his ability to demonstrate significant experience in personal financial planning.
His previous experience also includes teaching college-level accounting courses. As a former professor, Meredith is able to employ his teaching skills and experience in helping people better understand almost every aspect of any subject dealing with financial management.
Meredith received his bachelor of science degree in accounting and his master of business administration in finance from the University of Dayton. His continuing education has included postgraduate work in accounting, taxes and finance. He has lectured extensively across the United States on the subject of personal financial planning. He has also co-authored Expert Financial Planning, a book on financial planning.
Admission is free but pre-registration is requested by calling the Office of Event and Conference Services at 724-805-2177.
The session will start at 7:30 p.m. and conclude by 8:45 p.m. The roundtable segment will be 50 minutes followed by a 25 minute question and answer session.
The series is directed by Dr. Nicholas Racculia, assistant professor of finance.
Further details are available at www.svcfinancialplanning.com.
Photo: James G. Meredith
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