Presentations are offered for groups of students, by request, on the following topics. Workshops will be requested at least two weeks prior to the desired date, and are approximately one-hour in length. The requesting faculty member, staff member, or student/student organization will provide the space and also be responsible for the promotion of the event. An effort should be made to furnish basic computer access with projection capabilities on-site.

To schedule a presentation, complete the presentation request form.

Money 101: Five Things I Wish Someone Had Told Me About Money

This story-based presentation is a conversation on five principles of personal finance. Topics covered include budgeting, credit, saving, ID theft protection, and debt. Recommended for Freshmen, Sophomores, and First-Year Forums.

Know What You Owe: Guide to 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 Financial Aid to finance college.

What’s Next: The Million Dollar Grad 

This presentation exposes upperclassmen to timeless financial concepts they will need to prepare for life after graduation. Topics include paychecks, post-college budgeting, debt, saving, and investing to accumulate wealth. Recommended for Juniors and Seniors.


My Financial Foundation

For a longer-term, more in-depth approach to learning about personal finance, SU schools and organizations can utilize “My Financial Foundation.” This progressive, five-workshop series can be spread over time to follow a student as they progress toward graduation. The five workshops focus progressively on controlling spending, determining income, understanding debt, protecting assets, and saving & investing.  If you are interested in making a plan to install this series for your population, email to set up an in-person consultation.

As always, if a student wishes to schedule a one-on-one coaching session on any of these topics, email us.