Financial Literacy: Events

Resources to help with personal finances and information about Money Smart Week.

This page is under construction. The hope is to have all events (more are forthcoming!) scheduled soon (January 2018).

Money Smart Week 2018 April 2 to 5 at Colorado State University




"Finances are the #1 reason that students withdraw from college

and what gives them the most stress." 

Wartburg College Office of Financial Aid


All events will be held in the Morgan Library Event Hall (Room 167, Event Hall on map)

Please note that these dates are different than the National Money Smart Week dates, because they are too close to Finals Week.


Monday, April 2

Wills & Trusts 101

1 p.m. - 1:50 p.m. | Nancy Patton, Public Service Credit Union

It’s so important and it has nothing to do with your age or net worth. Join us for an overview of Estate Planning to help you understand the available options, term definitions, and common pitfalls to avoid. Estate Planning is for now and for later, it’s for your peace of mind and to make things easier for your family... and it’s way too important to ignore.

Please note: This class is not taught by an attorney and no legal advice will be given.

Hacked About ID Theft? 

2 p.m. - 2:50 p.m. | Nancy Patton, Public Service Credit Union

Has all the news about ID Theft got you pretty hacked off?  Join us to learn ways to minimize your risk of identity theft.  We’ll talk about data breaches, online safety practices, email scams, password tips, phone scams, and more.  Fight back by getting informed.

Tuesday, April 3

Home Buying 101/Refinancing Your Home

10 a.m. - 10:50 a.m. | First National Bank

Description here.

Investment in Clothing: How Your Choices Impact Your Finances, the People Who Make Them, and the Environment

11 a.m. - 11:50 a.m. | Terry Yan, CSU Design & Merchandising


Financial Aid--It's Not That Scary!

2 p.m. - 2:50 p.m. | Office of Financial Aid

Scholarships, applying for financial aid, billing, tuition, and learn how to read your bill

Wednesday, April 4

Keys to Home and Car Buying

10 a.m. - 10:50 a.m. | Nancy Patton, Public Service Credit Union

Are you thinking of purchasing a home or vehicle? Learn about your options and what lenders consider when approving loans. This presentation can help you understand the process, from checking your credit to being handed the keys! These are major investments and we want you to be well informed.

Saving and Budgeting/Understanding Your Credit Score

11 a.m. - 11:50 p.m. | First National Bank

Description here.

Title TBD

12 p.m. - 12:50 p.m. | Steve Higgins & James Ulrick, Charles Schwab

Description here.

Title TBD

1 p.m. - 1:50 p.m. | Steve Higgins & James Ulrick, Charles Schwab

Description here.

Thursday, April 5

Preparing for Retirement in 40, 30, 20, 10 Years

10 a.m. - 10:50 a.m. | Laurel Kubin, County Extension

Description here.

Stock Market Savvy Part 1

11 a.m. - 11:50 a.m. | Nancy Patton, Public Service Credit Union

Description forthcoming.

Stock Market Savvy Part 2

12 p.m. - 12:50 p.m. | Nancy Patton, Public Service Credit Union

Description forthcoming.

Based on a national initiative from the Federal Reserve Bank of Chicago, Money Smart Week 2018 at Colorado State University is made possible through the generosity of our sponsors.

Official Sponsors

CSU Libraries

First National Bank Public Service Credit Union

Office of Financial Aid

Money Matters Events in Northern Colorado