Webinar: What’s your perspective on your money? Looking at the long-term life of your money

Investing for the future can seem daunting. Alumni are invited to join us as we learn more about how much to invest, how to invest effectively, and learn the habits of highly successful investors. We’ll also discuss and learn more about IRAs. Whether you are just starting your investment journey or are retiring, there is something to learn for everyone.

Date: Thursday, October 22, 2020
Time: 7:00 pm EST
Location: Zoom
Moderator: Diane Denis, Terrence Laughlin Chair in Finance, Professor of Business Administration
Panelists:         
Bud Kahn, Chief Advisory Officer & Managing Principal, Wealth Management Strategies, Inc.
Aaron Kahn, Wealth Management Advisor & VP of Planning, Wealth Management Strategies, Inc.

Recording Link

Bud Kahn, Chief Advisory Officer & Managing Principal, Wealth Management Strategies, Inc.

Bud Kahn is the Founding Principal of Wealth Management Strategies, inc.® The Pittsburgh-based financial services firm provides financial planning, asset management, and other wealth management services to a wide range of individual and corporate clients throughout the United States. 

Bud is a graduate of the University of Pittsburgh, with a bachelor’s degree in economics and an MBA in accounting and finance. He also earned a master’s degree in taxation at Robert Morris University and has completed executive education studies at the University of Pennsylvania’s Wharton School, The Booth School of Business at the University of Chicago, and The Tepper School of Business at Carnegie Mellon University. Bud is a member of the Investments and Wealth Institute, Allegheny Tax Society, and the Estate Planning Council of Pittsburgh. 

Bud is a specialist in the areas of financial, estate and executive compensation planning, he frequently lectures for numerous professional and civic organizations on a wide range of topics. Bud is also an adjunct lecturer at the Joseph M. Katz Graduate School of Business at the University of Pittsburgh.

Aaron Kahn, Wealth Management Advisor & VP of Planning, Wealth Management Strategies, Inc

After graduating from Indiana University-Bloomington, Aaron gained experience in communications and marketing, before establishing himself as a wealth advisor at WMS, Inc.® He then graduated from the Executive MBA Program the University of Pittsburgh’s Katz School of Business. He now works exclusively with young professionals and families at the genesis of their financial planning. He believes firmly in the importance of balance, as young families work to juggle spending, saving, planning, and life.

Aaron’s core principle when working with clients is perspective. He strives to help his clients see their financial picture from a global vantage, rather than focusing on specific pieces, so their end goals do not feel so distant. In addition to planning with his clients, Aaron works to promote financial literacy through round table discussions, as well as question and answer sessions.

Aaron resides in Aspinwall with his wife Monica, their daughter, and two dogs: Grey and Larry. In his free time, Aaron enjoys spending his time hiking or camping and is an avid skier, cyclist, and rower. He is also a board member at Trail Pittsburgh, the Western Pennsylvania chapter of IMBA