Request a Presentation

Do you know a group of students who could benefit from a finance workshop?

Workshops run about one hour and are available on the topics listed below. The requesting faculty member, staff member, or student/student organization must provide the space and is also responsible for the promotion of the event. Computer access and projection capabilities are appreciated.

Requests must be requested at least two weeks prior to the desired date. To schedule a workshop, complete the presentation request form.

Workshop Topics

1. Money With Purpose: A Guide to Basic Money Management

This interactive workshop provides activities for students to learn more about themselves, basic financial principles, and the three purposes of money. Recommended for all students, especially freshmen, sophomores, and first-year forums.

2. Taking Action on Student Loans 

Get to know the types of student loans, how they work, and what repayments options are available when you graduate. Recommended for all students using aid to finance college.

3. Save More, Stress Less

This presentation gives a focused look at saving strategies as well as short, mid, and long-term goal setting. Recommended for all students.

4. What’s Next: The Million Dollar Grad 

This presentation introduces upperclassmen to timeless financial concepts needed for life after graduation. Topics include paychecks, post-college budgeting, debt, saving, and investing to accumulate wealth. Recommended for juniors and seniors.

5. The Pursuit: Investing With Purpose

Building on the purpose-driven approach, this interactive workshop covers the basics of investing, with an emphasis on defining investing goals, understanding the primary principles of investing, and developing strategies based on engaging scenarios. Recommended for juniors and seniors.

6. The Entrepreneur’s Guide to Financial Independence

This presentation gives a comprehensive look at four big questions every aspiring entrepreneur should ask. Other topics include business structure types, investment types and accounts, and exit strategy considerations. Recommended for any student interested in starting a business.

 

If you would like to schedule a one-on-one coaching session on any of these topics, email the Financial Literacy office.