Financial Fitness Program: Speakers and workshops to put you on the track to financial empowerment
Speakers and workshops to put you on track to financial empowerment. Throughout the semester, the Zoom workshop series will cover topics ranging from basic financial awareness, personal financial plan development, 保险, estate planning and investing. This series will be facilitated by CBE 教师 and 行业专家.
Workshop Series Takeaways:
- Developing your personal financial plan
- Gaining insight about investment assets, accounts, strategies and analysis tools
- Gaining insights about how to use 保险 to protect your assets
- Learning about estate planning tools
- Learning about the real estate buying process
注册:
*Light refreshments will be served.
车间# 1 | 3月 21st, 2:30 p.m. - 3:30 p.m.
主题 - Income Tax Basics: There is Nothing to Fear! (在线)
主持人 - Dr. 约翰•库珀
注册# 1 - http://cbegradapp.formstack.com/forms/financial_fitness_workshop_1_spring_2024
车间# 2 | 3月 28th时间:下午2:30.m. - 3:30 p.m.
主题 - Mastering Your Money (In-person)
主持人 ——布鲁斯·博尔金
位置- - - - - - Nongshim实验室
注册# 2 - http://cbegradapp.formstack.com/forms/financial_fitness_workshop_2_spring_2024
车间# 3 | 4月 11th, 2:30 p.m. - 3:30 p.m.
主题 - 债务: The Good, the Bad, and the Ugly (In-person)
主持人 ——布鲁斯·博尔金
位置- - - - - - Nongshim实验室
注册# 2 - http://cbegradapp.formstack.com/forms/financial_fitness_workshop_3_spring_2024
车间# 4 | 4月 18th, 2:30 p.m. - 3:30 p.m.
主题 - Developing Career Paths and Ladders (In-person)
主持人 ——Lloyd Umali
位置- - - - - - Nongshim实验室
注册# 4 - http://cbegradapp.formstack.com/forms/financial_fitness_workshop_4_spring_2024
What is the Financial Fitness Program?
The Financial Fitness Program is a team of faculty, lecturers, 行业专家 and external partners focused on developing and offering essential financial workshops and information to empower students financially.
我们的目标
The goal of the Financial Fitness Program is to build a network of students who not only understand but can use financial knowledge to better their lives and the lives of others.
The Financial Fitness Program considers this the year of financial empowerment for students and topics include basic financial awareness and tools to understand complex topics including home ownership and investing.
每一个车间 is designed to give you important knowledge that comes together at the last session to create your financial plan. The most benefit is gained from attending all workshops.
Previous Workshop 主题s and Resources:
- Investing Strategies: Investing Strategies.pptx
- Investing Basics: Investing Basics.pptx
- 债务 & 信用评分: 债务 & 信用评分.pdf
- Developing a 财务计划 & 预算: 财务计划 & 预算.多克斯
- Income Tax Basics: Income Tax Basics 2023 PPT
- 预算 and 财务计划ning: Personal 预算 PPT | 预算 演讲 Template | Personal Financial Documents
- External Financial Resources: 资金的文章
- Money and Banking: Checking Account Basics with Savings
- Lending and 信贷 Management: Lending Session 演讲 | 信贷
- 投资: Practical Investing Tips for Young Professionals (PPT) | 投资1.0 | 投资2.0 | Financial Ratios PPT | Investor Analysis Tools
- Smart Banking Choices: 加州大学洛杉矶分校 Checking 101
- Exploring Financial Resources: WS #2 演讲 | Scholarship Thank You Letter Example
- Developing a Personal 财务计划: 财务计划 Outline
- Building a Foundation for Financial Stability and Wealth: WS#1 演讲
- 保险: What is Insurance?
- 遗产规划: 演讲 for Estate Planning
- 房地产: Approved vs Denied 演讲 | 租或买?
- 债务-Free Before Graduation 债务-Free Before Graduation PPT
For questions, please contact Dr. 梅布尔桑切斯 at [email protected]
Financial Fitness Program Team:
Dr. Maryam Tofighi, Director of Behavioral Research and Visualization Environment (BRAVE)
Marketing, 加州大学洛杉矶分校
Dr. Maryam Tofighi earned her B.S., M.S., Ph值.D. 在市场营销. She has two years of professional experience in marketing. Dr. Tofighi is responsible for measuring the effectiveness of the financial fitness program at 加州大学洛杉矶分校. Her favorite quote is from Ayn Rand “Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.”
- Dr. 梅布尔桑切斯, Financial Fitness Program Coordinator, CBE Management Professor
- Dr. 约翰•库珀, CBE Accounting Professor
- Mr. Rodrego Byerly, Lecturer, Managing Director, Evitarus
- Mr. Thomas Lawson, Caprice Capital Partners
- Mr. Edgar Ortiz, State Farm Insurance
- Mr. A. Sami Siddiqui, Retired, Banking and Finance