Financial Literacy Month Events and Activities
Please RSVP your attendance below.
UNDERSTANDING FEDERAL INCOME TAXES
Wednesday, March 29 | 12:30 – 1:30 | lunch at 12:15 | 102 Mann Library | Register Here
Presenter: Mary MacAusland, CPA, PhD, Sr. Lecturer, School of Hotel Administration
This session will provide an overview of the basic IRS filing requirements, and the resources available to help you complete your tax returns. Professor MacAusland will cover aspects of both tax preparation and tax planning to help you better understand the U.S. internal revenue code, how to reduce your tax liability, and how to find answers to specific questions you may have.
SELECTING EMPLOYEE BENEFITS
Tuesday, April 11 | 12:30 – 1:30 | lunch at 12:15 | McManus Lounge, Hollister Hall | Register Here
Presenters: Mary D’Ambrosio Zielinski and Donna Bugliari, Cornell Office of Human Resources, Benefit Services
As you prepare for employment beyond graduation, learning about employee benefits now will help you to make the “right” personal financial decisions. In this session, you will learn about employer‐sponsored health insurance plans, retirement plans, and other options that may be available to you. Using Cornell University as an example, the presenters will provide an understanding of the different options employees have and how employee benefits work. https://www.hr.cornell.edu/benefits/.
PERSONAL FINANCE DAY – APRIL 12, 2017
Do you have a savings account? Do you have a budget? Do you understand taxes? Regardless of background, each person finds that they have questions around money.
On Wednesday, April 12, 2017, members of the Cornell community will interact with experts and access resources that will assist them in their finances, through workshops and small fairs during the day.
Whether you want help with when you should negotiate your employment contracts, or would like to figure out whether planning for retirement is necessary for young people, Personal Finance Day aims to provide you with the best next steps.
THE PHD-IN-TRAINING’S GUIDE TO PERSONAL FINANCE
Monday, April 17 | 12:30 – 1:30 | lunch at 12:15 | 700 Clark Hall | Register Here
Presenter: Dr. Emily Roberts
Learn how to develop positive lifelong financial habits and increase net worth while still in training. The topics covered in this seminar are: financial values and goals, budgeting, saving, investing, debt repayment, and taxes. Dr. Roberts holds a PhD in biomedical engineering and is the founder of the websites Grad Student Finances and PhD Stipends.
INVESTMENT BASICS: SAVING FOR YOUR LIFE GOALS
Tuesday, April 18 | 12:30 – 1:30 | lunch at 12:15 | 401 Physical Sciences Building | Register Here
Presenter: Paul Strebel, Co-Founder and Business Development Coach, Strebel Planning Group, and Lecturer, School of Hotel Administration, Cornell University
Just placing your money in a savings account is not enough as taxes and inflation will quickly erode your buying power. The world of investing can be extremely intimidating, and the messages can be confusing. By the end of the session, you will be able to describe the building blocks of an investment portfolio in relation to your tolerance for risk and your investment time horizon.
INDIVIDUAL FINANCIAL COUNSELING SESSIONS
Wednesday, April 19, 1:00-5:00pm
Tuesday, April 25, 1:00-5:00pm
Wednesday, April 26, 9:00am-1:00pm
Get a free 30-minute consultation on campus to address your individualized question with a financial counselor. Brendan Wilbur from Alternatives Federal Credit Union will meet with graduate and professional students. Gretchen Ryan, Assoc. Director of Financial Aid, will meet with undergraduates. Space is limited.
When you sign up, you will be asked, “What Financial Question Do You Have for the Financial Counselor?” After you sign up, you will receive an email confirmation indicating time and location of your 30 minute consultation.
PERSONAL FINANCE SUCCESS STRATEGIES
Thursday, April 27 | 12:30 – 1:30 | lunch at 12:15 | 102 Mann Library | Register Here
Presenter: Vicki Bogan, PhD, Associate Professor, Dyson School of Applied Economics and Management; Director, Institute for Behavioral and Household Finance
Professor Bogan will lead a discussion on personal finances emphasizing critical thinking skills essential to successful personal finance decision making today and in the future. Learn tools and strategies for budgeting, becoming informed consumers, and interacting with financial service professionals.
Managing Your Finances After Graduation with Beth Prudence will be rescheduled due to the March 14th snowstorm. We will post a new date and time here when the program is rescheduled.