Financial Planning Series - 2020
The Financial Aid Office presents the following events, designed to help students manage their personal finances as law students and reach their financial goals as graduates.
*Lunch will be provided.
TolLRAP and Public Service Loan Forgiveness
with Anthony Henry
Wednesday, January 22
Join us for a comprehensive look at the University of Pennsylvania Carey Law School’s LRAP and government programs like IBR and PSLF. This session will provide important advice on how to maximize the benefits of these programs so that you can successfully manage your student loan debt.
Investing in Your Future with Michael Clancy
Wednesday, February 12
Financial success starts with a sound financial plan. This session will explore the various investing strategies and tools that can help you make wise financial decisions.
- Investing & saving
- Retirement plans
- Matching contributions
- Investor Behavior
Your Employment Options, Your Money with Ann Durandetta
Wednesday, March 4
Whether you accept a position in public service or big law, plan to open your own practice, or follow any other professional path, there is more to know than just your starting salary. This workshop provides a financial analysis of various legal professions and helps you understand the financial impact of your employment decision – including pay, benefits, taxation, cost of living and more.
Loan Repayment Workshop with Jeffrey Hanson
Friday, April 10
This session will take an in-depth look at the various loan repayment options available to you and provide ideas and strategies for your debt management. 3L’s in particular should try to attend this important session.
- Repaying loans
- Loan forgiveness
- Budgeting loan debt and other expenses
As part of our Financial Planner Series, Dr. Hanson will also be available to meet with 3Ls one-on-one. An email will be sent to sign up.
Meet our Speakers
Anthony Henry is the Assistant Dean for Financial Aid at the University of Pennsylvania Carey Law School. In this role, he is responsible for developing and implementing financial aid strategies for the recruitment and retention of J.D. applicants. Anthony has worked in various admissions and financial aid positions during his over 25 years of service at Penn. He previously worked for Student Registration & Financial Services from 1991 to 2003, most recently as their Assistant Director of Graduate Counseling. He then transitioned to the Law School in 2003 where he accepted the position of Director of Financial Aid. Throughout his career, Anthony has championed access to higher education and helped deserving students reach their educational goals. He received his B.A. in Finance from the Fox School of Business at Temple University in 1992.
Michael Clancy is a Certified Financial Planner and Chartered Life Underwriter who is the Director of Financial Planning for Drexel University College of Medicine. Michael joined the College of Medicine in 2012 to work directly with all current students and alumni as well as Residents and Fellows at DUCOM’s affiliated hospitals. For the past six years Michael has hosted numerous workshops and thousands of one-on-one consultations focusing on student loan repayment and personal financial planning issues. As the first financial planner to be embedded within a medical school, Michael is uniquely positioned to focus solely on early career physicians. Currently Michael is the northeast representative on AAMC’s Committee on Student Financial Assistance. Prior to joining Drexel, Mr. Clancy has worked for well over a decade with more than 500 High Net Worth families as their financial advisor at firms as large as Merrill Lynch and The Vanguard Group to small RIA practices. Michael’s career prior to financial planning includes research at the Federal Reserve Bank of Philadelphia as well as strategic management consulting. Mr. Clancy has his MBA from Temple University and an Undergraduate degree with a double major in Economics and Finance from Villanova University and spent three years on the board of the Philadelphia Tri-State chapter of the Financial Planning Association most recently as the Pro-Bono Chair. Michael lives in Conshohocken Pennsylvania with his wife of over 20 years and their college-age triplets.
Ann Durandetta, AFC®, is the Manager of Product Development for the Center for Education and Financial Capability at the AccessLex Institute. In her current role, Ann oversees MAX Online, developing financial education resources, and is the cohost of the LEX Talk Money Podcast, currently gearing up for season 2! She works with schools and students to provide information on personal financial topics including debt management, budgeting, credit, and more. Ann is an Accredited Financial Counselor who has spent over 17 years in higher education. She is passionate about the power of proactive financial planning in creating successful financial futures.
Jeffrey E. Hanson, Ph.D. is owner of Jeffrey Hanson Education Services, a company dedicated to providing financial literacy, borrower education and debt management programs and services to schools and other organizations for the benefit of students and recent graduates. These services include presenting educational seminars and conducting individual one-on-one confidential student advising sessions on all aspects of funding post-secondary and post-graduate education. He previously served as Director of Borrower Education Services for 14 years at Access Group, Inc. where he was responsible for developing programming and all associated materials used to educate students/borrowers on the fundamentals of education loans, money management, personal finance and debt management. Prior to working at Access Group, he was Director of Financial Aid on the Chicago Campus of Northwestern University. He also taught economics at Michigan State University. Dr. Hanson actively speaks to groups about debt management and personal finance. He has given presentations at numerous national, regional and state meetings, conferences, symposia, and workshops. He also writes on various topics including how students and their families can finance higher education. He earned a B.S. (Biology) from Whitworth College in Spokane, Washington. He also has a M.S. (Environmental Science), M.A. (Agricultural Economics), and Ph.D. (Agricultural Economics) from Washington State University in Pullman, Washington.