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 | September 19th, 3:15 p.m. - 4:15 p.m.
Topic - Developing a financial Plan & Budgeting
Summary - Offering Tips on how to develop a financial plan for a financial future. Leave with a blueprint for a financial plan.
Presenter - Dr. Charles Danso
Register #1 - https://cbegradapp.formstack.com/forms/fall_2023_workshop_1
Workshop #2 | September 26th, Time: 3:15 p.m. - 4:15 p.m.
Topic - Debt & Credit Score
Summary - Offering tips about debt management and credit score improvement
Presenter - Michael Oconitrillo, profile: https://www.strategicfortunewm.com/team-member/michael-oconitrillo
Register #2 - https://cbegradapp.formstack.com/forms/fall_2023_workshop_2
Workshop #3 | October 3rd, 3:15 p.m. - 4:15 p.m.
Topic - Investing Basics
Summary - Offering knowledge on different types of investment assets, accounts and guidance on how to open investment accounts
Presenter - Dr. Charles Danso
Register #2 - https://cbegradapp.formstack.com/forms/fall_2023_workshop_3
Workshop #4 | October 10th, 3:15 p.m. - 4:15 p.m.
Topic - Investing Strategies
Summary - Covering investing strategies on passive to active strategies and tax implication
Presenter - Dr. Charles Danso
Register #4 - https://cbegradapp.formstack.com/forms/fall_2023_workshop_4
Workshop #5 | October 17th, 3:15 p.m. - 4:15 p.m.
Topic - First Time Home Buyer
Summary - This session will offer tips on purchasing and funding real estate for first time buyers.
Presenter - Jonathan Alvarez
Register #5- https://cbegradapp.formstack.com/forms/fall_2023_workshop_5
Workshop #6 | October 24th, 12:00 p.m. - 1:00 p.m.
Topic - Estate Planning
Summary - Covering tools and documents to protect your legacy and effectively transfer ownership of your estate by an estate planning attorney and certified Trust & Fiduciary advisor.
Presenter - Jala Eaton, JD, CTFA. Profile: https://www.onmyownfinancial.com/about
Register #6 - https://cbegradapp.formstack.com/forms/fall_2023_workshop_6
Workshop #7 | October 31st, 3:15 p.m. - 4:15 p.m.
Topic - Insurance
Summary - Talking about how insurance can be used as a risk management tool and estate planning tool
Presenter - Chris Bell, CFP®, ChFC®, CLU®, RICP® Profile: https://www.northwesternmutual.com/financial/advisor/chris-bell/
Register #7 - https://cbegradapp.formstack.com/forms/fall_2023_workshop_7
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:
- 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. Porschia Nkansa at [email protected].
Financial Empowerment Course Elective offered Spring 2023 (Thursdays from 6:00-8:45 pm)
If you want to deepen your financial fitness by getting course credit, consider taking the full elective that is open to all majors. Its successful completion gives students the Financial First Responder certificate and the next level Financial Navigator certificate. See more details.
Financial Fitness Program Team:
Dr. Charles Danso, Coordinator
Finance, Law & Real Estate, Cal State LA
Dr. Danso obtained his doctorate from Florida Atlantic University. He has taught several finance classes including personal financial planning. His hope is that students and the community in and around Cal State LA will get useful skills they can apply and share with family, friends, and the community. Click to view Dr. Danso's profile.
Dr. Porschia Nkansa, Coordinator
Accounting, Cal State LA
Dr. Porschia Nkansa is a first-generation college student from Chicago raised by entrepreneurial parents who value education and learning. She would like to see students use the financial skills obtained from the financial fitness program to elevate their financial futures.
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. 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