Financial Fitness Program

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:
*Light refreshments will be served.

Workshop #1 | March 21^st, 2:30 p.m. - 3:30 p.m. 
Topic - Income Tax Basics: There is Nothing to Fear! (Online)
Presenter - Dr. John Cooper
Register #1 - https://cbegradapp.formstack.com/forms/financial_fitness_workshop_1_spring_2024

Workshop #2 | March 28^th, Time: 2:30 p.m. - 3:30 p.m. 
Topic - Mastering Your Money (In-person)
Presenter - Bruce Bolkin
Location - Nongshim Lab
Register #2 - https://cbegradapp.formstack.com/forms/financial_fitness_workshop_2_spring_2024

Workshop #3 | April 11^th, 2:30 p.m. - 3:30 p.m. 
Topic - Debt: The Good, the Bad, and the Ugly (In-person)
Presenter - Bruce Bolkin
Location - Nongshim Lab
Register #2 - https://cbegradapp.formstack.com/forms/financial_fitness_workshop_3_spring_2024

Workshop #4 | April 18^th, 2:30 p.m. - 3:30 p.m. 
Topic - Developing Career Paths and Ladders (In-person)
Presenter - Lloyd Umali 
Location - Nongshim Lab
Register #4 - https://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, 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.

For questions, please contact Dr. Mabel Sanchez at [email protected]

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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