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, insurance, estate planning and investing. This series will be facilitated by CBE Faculty and industry experts.
Workshop Series Takeaways:
- Developing your personal financial plan
- Gaining insight about investment assets, accounts, strategies and analysis tools
- Gaining insights about how to use insurance to protect your assets
- Learning about estate planning tools
- Learning about the real estate buying process
Registration:
Workshop #1 | October 22nd, 3:00 p.m. - 3:30 p.m.
Topic - Mastering Your Money: Budgeting & Financial
Presenter - Bruce Bolkin
Register #1 - https://calstatela.zoom.us/meeting/register/tZMtcuGupzkpEtMggdYYWsCmiKd0XnAU3470#/registration
Workshop #2 | November 14th, Time: 3:00 p.m. - 4:00 p.m.
Topic - Debt: The Good, the Bad & the Ugly
Presenter - Bruce Bolkin
Register #2 - https://calstatela.zoom.us/meeting/register/tZEkf-GvrD4jEt0tiPNlx-1koserhzuwvd0Q#/registration
What is the Financial Fitness Program?
The Financial Fitness Program is a team of faculty, lecturers, industry experts and external partners focused on developing and offering essential financial workshops and information to empower students financially.
Our Goal
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.
Each workshop 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 Topics and Resources:
- Investing Strategies: Investing Strategies.pptx
- Investing Basics: Investing Basics.pptx
- Debt & Credit Score: Debt & Credit Scores.pdf
- Developing a Financial Plan & Budgeting: Financial Plan & Budgeting.docx
- Income Tax Basics: Income Tax Basics 2023 PPT
- Budgeting and Financial Planning: Personal Budgeting PPT | Budgeting Presentation Template | Personal Financial Documents
- External Financial Resources: Funding Essay
- Money and Banking: Checking Account Basics with Savings
- Lending and Credit Management: Lending Session Presentation | Credit
- Investments: Practical Investing Tips for Young Professionals (PPT) | Investments 1.0 | Investments 2.0 | Financial Ratios PPT | Investor Analysis Tools
- Smart Banking Choices: Cal State LA Checking 101
- Exploring Financial Resources: WS #2 Presentation | Scholarship Thank You Letter Example
- Developing a Personal Financial Plan: Financial Plan Outline
- Building a Foundation for Financial Stability and Wealth: WS#1 Presentation
- Insurance: What is Insurance?
- Estate Planning: Presentation for Estate Planning
- Real Estate: Approved vs Denied Presentation | Rent or Buy?
- Debt-Free Before Graduation Debt-Free Before Graduation PPT
For questions, please contact Dr. Mabel Sanchez at [email protected]
Financial Fitness Program Team:
Dr. Maryam Tofighi, Director of Behavioral Research and Visualization Environment (BRAVE)
Marketing, Cal State LA
Dr. Maryam Tofighi earned her B.S., M.S., and Ph.D. in Marketing. She has two years of professional experience in marketing. Dr. Tofighi is responsible for measuring the effectiveness of the financial fitness program at Cal State LA. 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. Mabel Sanchez, Financial Fitness Program Coordinator, CBE Management Professor
- Dr. John Cooper, 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