Financial Literacy

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

Money Smart Week 2020

 

POSTPONED

(Gatherings within this time frame at CSU are suspended)

"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 take place in Morgan Library Event Hall (Room 167).
No registration is required. Open to the public.
Free cookies!

 

Monday, April 6

Investments & Planning

10 a.m. - 10:50 a.m. | Sam Asrari, First National Bank

Learn more about investments and planning.

Financial Aid: Its Not that Scary!

12 p.m. - 12:50 p.m. | Kevin Winchell, Office of Financial Aid

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

POSTPONED

Tuesday, April 7

Preparing for Home Buying - Credit and Budgeting

10 a.m. - 10:50 a.m. | Jeff Puckett, First National Bank

Learn what you need to do to prepare for purchasing a home.

Tools for staying on Budget

11 a.m. - 11:50 a.m. | Christine Pawliuk, Business Librarian, Colorado State University Libraries

Do you find it hard to actually stick to a budget? Keeping track of your spending can be tedious and overwhelming, but there are many electronic tools available that can help you accomplish your financial goals. We will discuss what types of tools are available, from personalized templates to budgeting apps, how to decide which tools will work for you, and some tips for keeping this financial information safe.

Investment in Clothing: How Your Choices Impact Your Finances, the People Who Make Them, and the Environment
12 p.m. - 12:50 p.m. | Sonadi Diddi, CSU Design & Merchandising

Fast fashion has satisfied many consumers’ clothing preferences from a financial perspective; however, it might not be a wise investment when the products can only last for a few washes and present many harmful environmental impact and social concerns. The session will educate consumers about fast fashion and its alternative of slow fashion and how to make more money smart and sustainable clothing choices.

POSTPONED

Wednesday, April 8

Stock Market Savvy Part 1
11 a.m. - 11:50 a.m. | William Hutchinson, National Campaign Financial Literacy

The foundation of investment understanding, learn what types of investments are out there, and how to understand them. Ticker/Stock Symbols, Differences of Mutual Funds, ETF's, and Indexed, Benchmarks, and What is a Fiduciary.

Stock Market Savvy Part 2
12 p.m. - 12:50 p.m. | William Hutchinson, National Campaign Financial Literacy

Become a junior analyst! Just kidding, but learn some great tools to help you discover your possibilities and compare, research, and implement what you've learned. Investor Profile, Asset Allocation Models (Risk vs Reward) , Tax Treatment and Penalties, and Comparison Tools, Q&A.

Estate Planning 101
1 p.m. - 1:50 p.m. | Nancy Patton, Canvas Credit Union

Learn about estate planning for you and your family
Come and learn about Wills, Powers of Attorney, Trusts, Probate, property titles, and much more. This presentation is designed to help you understand the basics of estate planning and how it could affect you and your family. Please note: this class is not taught by an attorney, no legal advice will be given.

Do the Side Hustle
2 p.m. - 2:50 p.m. | Nancy Patton, Canvas Credit Union

Earning extra cash on the side has never been easier
Empower your full earning potential with a Side Hustle, a way to make money outside of your nine-to-five grind. Maybe you’re ready to turn a hobby or craft into a revenue-generating side business? Or, maybe you just want to know ways you can increase your income? This seminar will cover a variety of Side Hustle options that can bring in more cash for the short term, or possibly become your new entrepreneurial business!

Building a Strong Investment Foundation

3 p.m. - 3:50 p.m. | Matt Danaher & James Ulrick, Charles Schwab & Co.

This workshop provides information basic terms and concepts to get investors started with diversification and asset allocation.  Workshop topics include:  Why investing is important, Build your investment vocabulary, How to put your plan together, Next steps you can take now.

‚ÄčTen Investing Essentials to Help Take Ownership of Your Financial Future

4 p.m. - 4:50 p.m. | Matt Danaher & James Ulrick, Charles Schwab & Co.

Using 10 investment principles, this workshop helps investors learn the basics to create an investment plan and put it into action.  Workshop Topics include:  Create an investment plan you are comfortable with, Put your investment plan into action, Keep your plan on the track you set out to take, Take next steps to get started.

POSTPONED

Thursday, April 9

Savings & Budgeting. Banking Q & A

10 a.m. - 10:50 a.m. | Cody Ramos and Trina McCrary, First National Bank

If you’re interested in learning more about investments and planning, buying a home or savings and budgeting come ask your questions!! FNBO has professionals in their field to help you better understand the topic they are presenting on.

Financial Aid: Its Not that Scary!

11 a.m. - 11:50 a.m. | Kevin Winchell, Office of Financial Aid

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

Home  Buying 101
12 p.m. - 12:50 p.m. | Andrew Martin, Canvas Credit Union

Navigating the path to home ownership in Colorado
Ready to buy your first home or maybe refinance your existing mortgage? Invest an hour with us before investing in a mortgage. We’ll make it worth your while. Discover the current local market, the cost of renting versus buying, how to choose a realtor, different loan types, down payment options, closing costs, fees, and more.

POSTPONED

Based on a national initiative from the Federal Reserve Bank of Chicago, Money Smart Week 2020 at Colorado State University is made possible through the generosity of our sponsors.

Official Sponsors

             Canvas logo

Office of Financial Aid

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