By: Carly Chocron
Financial Planning 101
Life After Innocence was honored to welcome Oliver Kupe, Merrill Lynch Wealth Management Advisor, to our seminar class this past week for a session on financial planning. Kupe, who has been working with exoneree Jonathan Barr, helps clients to achieve their financial goals. He discussed with students and exonerees the importance of financial planning and how to take control of your finances.
As a wealth advisor, Kupe helps clients, such as professional athletes who come into large sums of money, manage their wealth. During the session, he explained the role of a financial advisor and the importance of budgeting—information that is useful to both the exonerees and law students. He also stressed the importance of articulating your budgeting goals and creating a plan of action before receiving money.
The informational session was beneficial to all. We are grateful to Oliver Kupe for his time and invaluable advice, and look forward to working with him again!