Financial Planning, Part II

(BUS 02)

The world of personal finance can appear highly complex, and often we willingly delegate control of this area of our lives to others, sometimes to total strangers. Using an entertaining, hands-on approach, this course demystifies that world and helps us to participate actively and wisely in shaping our own financial destiny. Topics include investing in bonds and real estate, creative strategies for saving for college and retirement, and estate planning. Recent significant changes in these areas will also be discussed. We will meet the apocalyptic Four Horsemen of Financial Planning — taxes, inflation, risk, and administrative costs — and see what mischief each causes and how to minimize their impact.

Christopher Canellos, Lecturer, Graduate School of Business; University Tax Director

Christopher Canellos, a certified public accountant for more than two decades, has been a lecturer at the Stanford Graduate School of Business for more than twenty years. He is a recipient of the Walter J. Gores Award for Excellence in Teaching.