The Brown School Office of Financial Aid is launching a series of presentations in October 2015 called "Investing in Your Future: A Money Management Series" to help students better prepare for financial challenges after graduation. Various speakers from the Brown School and external organizations will provide expertise on managing personal finances and give students resources to succeed financially in the future. Students must RSVP on Inside Brown to attend the presentations, which will cover topics like smart financial planning, student loan debt management, tax filing, budgeting, credit reports, and salary negotiations.
Blueprint for financial success. Want to learn how to build a strong financial foundation? During our free seminar, “Blueprint for financial success,” we will explore the basics of building financial security, including managing debt, growing savings, and safeguarding against risk and unexpected events. All participants will receive a complimentary workbook.
As a financial advisor at Align Wealth Management in both Treasure Island and St Petersburg, Florida, Brian Puckett provides financial advice for individuals, families, and small businesses on investments, retirement, and 401(K) plan management. He is a Certified Public Accountant (CPA) with Personal Financial Specialist (PFS) certification and is also a licensed attorney. Align Wealth Management provides financial assistance to clients out of its Oklahoma City, Oklahoma office as well. As a past resident of Oklahoma, Brian Puckett is a member of the Oklahoma Society of CPAs.
Blueprint for financial success. Want to learn how to build a strong financial foundation? During our free seminar, “Blueprint for financial success,” we will explore the basics of building financial security, including managing debt, growing savings, and safeguarding against risk and unexpected events. All participants will receive a complimentary workbook.
As a financial advisor at Align Wealth Management in both Treasure Island and St Petersburg, Florida, Brian Puckett provides financial advice for individuals, families, and small businesses on investments, retirement, and 401(K) plan management. He is a Certified Public Accountant (CPA) with Personal Financial Specialist (PFS) certification and is also a licensed attorney. Align Wealth Management provides financial assistance to clients out of its Oklahoma City, Oklahoma office as well. As a past resident of Oklahoma, Brian Puckett is a member of the Oklahoma Society of CPAs.
Boomers to Business Small Business WorkshopsDon Stewart
PA CareerLink Lehigh Valley is working with Lehigh University’s Small Business Development Center on a series of workshops in October. There is no charge to attend, and participants are welcome to attend any or all of the sessions. The workshops are being marketed toward 55-plus individuals, but are open to anyone who is interested in starting a business or going the franchise route:
*Thursday, Oct. 2 (9:30-11:30 am): Asset Preservation
*Thursday, Oct. 9 (9:30-11:30 am): Legal Considerations
*Thursday, Oct. 16 (9:30-11:30 am): Financial Options
*Thursday, Oct. 23 (9:30-11:30 am): Ready. Set. Start!
Please contact the SBDC with any questions: 610-758-3980 or insbdc@lehigh.edu.
Citywide Training & Development (CTD) has new courses coming to the City of Columbus training center. See the uploaded brochure of classes for details. Contact CTD@columbus.gov for more information.
In November 2015, we will be launching Strategic Doing at the Sunshine Coast Futures Conference. One of the top three innovative regions in Australia, the Sunshine Coast includes civic leaders wiling to experiment with new approaches to getting things done. The University of the Sunshine Coast is partnering with Purdue University to move Strategic Doing to Australia.
I am running a breakfast seminar next Wednesday, the 12th of March in Hong Kong where I have two expert speakers on discussing what options are available to safeguard, protect and increase your UK pension options going forward, whether keeping in the UK or looking at international transfer options
Please do contact me at BJ@THEHENLEYGROUP.COM.HK if you would like to attend
Kind Regards
Ben
Find out about our events that are coming up on campus in the week commencing 2 March and beyond.
Find more information on CareerHub http://www.careerhub.herts.ac.uk
Find out about our events that are coming up on campus in the week commencing 1 June and beyond.
Find more information on CareerHub http://www.careerhub.herts.ac.uk
Boomers to Business Small Business WorkshopsDon Stewart
PA CareerLink Lehigh Valley is working with Lehigh University’s Small Business Development Center on a series of workshops in October. There is no charge to attend, and participants are welcome to attend any or all of the sessions. The workshops are being marketed toward 55-plus individuals, but are open to anyone who is interested in starting a business or going the franchise route:
*Thursday, Oct. 2 (9:30-11:30 am): Asset Preservation
*Thursday, Oct. 9 (9:30-11:30 am): Legal Considerations
*Thursday, Oct. 16 (9:30-11:30 am): Financial Options
*Thursday, Oct. 23 (9:30-11:30 am): Ready. Set. Start!
Please contact the SBDC with any questions: 610-758-3980 or insbdc@lehigh.edu.
Citywide Training & Development (CTD) has new courses coming to the City of Columbus training center. See the uploaded brochure of classes for details. Contact CTD@columbus.gov for more information.
In November 2015, we will be launching Strategic Doing at the Sunshine Coast Futures Conference. One of the top three innovative regions in Australia, the Sunshine Coast includes civic leaders wiling to experiment with new approaches to getting things done. The University of the Sunshine Coast is partnering with Purdue University to move Strategic Doing to Australia.
I am running a breakfast seminar next Wednesday, the 12th of March in Hong Kong where I have two expert speakers on discussing what options are available to safeguard, protect and increase your UK pension options going forward, whether keeping in the UK or looking at international transfer options
Please do contact me at BJ@THEHENLEYGROUP.COM.HK if you would like to attend
Kind Regards
Ben
Find out about our events that are coming up on campus in the week commencing 2 March and beyond.
Find more information on CareerHub http://www.careerhub.herts.ac.uk
Find out about our events that are coming up on campus in the week commencing 1 June and beyond.
Find more information on CareerHub http://www.careerhub.herts.ac.uk
1. In an effort to better prepare students for the financial challenges they may face after graduation, the Brown School
Office of Financial Aid is launching Investing in Your Future: A Money Management Series. Throughout October 2015,
speakers from the Brown School and external organizations will share their expertise about how to best manage
personal financial decisions while giving students the resources and tools they will need to succeed in the future. In
order to attend the presentations, you must RSVP on Inside Brown.
Event Descriptions
Smart Financial Planning
Byron E. Caskey – Financial Consultant, Wells Fargo Advisors
Thursday, October 8th
1:00 – 2:00 pm, Hillman 130
Monday, October 19th
6:45 – 7:45 pm, Hillman 130
Explore different types of investments, retirement plans and ways to manage your future income. Byron Caskey from
Wells Fargo will detail the different types of investment strategies and smart financial planning.
Student Loan Debt Management
Matt Newlin – Assistant Director of Financial Aid, Brown School
Wednesday, October 7th
2:00 – 3:00 pm, Hillman 130
Thursday, October 8th
5:30 – 6:30 pm, Hillman 120
Federal students loan debt is a reality for many students and facing repayment can seem overwhelming. However, there
are ways to manage your debt to ease the burden while also maintaining a successful repayment strategy. In this
session, students will learn about repayment options, loan forgiveness and how to successfully repay federal student
loans.
Tax Filing 101
Dorothy Rohde Collins – Tax Preparer, H&R Block
Monday, October 12th
6:30 – 7:30 pm, Hillman 130
Filing your state and federal tax returns is something we all do every year, but how do you know if you’re doing it right?
Come learn the basics of tax preparation and filing requirements from an experienced tax professional.
Creating a Roadmap to Economic Success
Scott A. Wolla – Senior Economic Education Specialist, Federal Reserve Bank of St. Louis
Wednesday, October 14th
2:00 – 3:00 pm, Hillman 130
Thursday, October 15th
6:00 – 7:00 pm, Hillman 120
Budgeting seems like onerous work and nearly as fun as dieting. Rather than thinking of financial planning as a self-
imposed deprivation, think of it as a roadmap to economic success. This session will introduce participants to the
economic underpinnings of personal financial management and lay the groundwork for saving and investing for the
future.
Stretching Your Budget CANCELLED
Sarah Morris – Owner, Yes We Coupon
Monday, October 5th
1:00 – 2:00 pm, Goldfarb 132
Tuesday, October 6th
6:00 – 7:00 pm, Hillman 130
Interested in learning how to get more for your money? Sarah Morris from Yes We Coupon teaches the basics of
creating a budget and how to use coupons to stretch the budget you have.
The Brown School Office of Financial Aid Presents
INVESTING IN YOUR FUTURE:
A Money Management Series
2. CreditAbility
Jaison McCall & Sarah Dlugolecki – Prosperity Connection
Tuesday, October 6th
2:00 – 3:00 pm, Hillman 130
Tuesday, October 13th
6:00 – 7:00 pm, Hillman 130
What’s in your credit report? What you don’t know CAN hurt you. This explanatory seminar gives you the opportunity to
understand how daily life decisions can influence your financial credibility. In this seminar, you will learn what is in your
credit report and how to obtain a copy. You’ll also learn how to dispute inaccurate information, what determines your
credit score and much more!
Total Compensation Negotiations
Lee A. Koelliker & Nicole Brueggeman – Brown School Career Services
Wednesday, October 21st
2:00 – 3:00 pm, Hillman 130
Thursday, October 22nd
5:30 – 6:30 pm, Hillman 130
In this workshop, we will discuss how to broach conversations with employers about compensation packages to
maximize and reconcile salary and benefit offers.
Investing in Your Future: October 2015
Sun Mon Tue Wed Thu Fri Sat
1 2 3
4 5
Stretching Your
Budget
1:00 – 2:00 pm
Goldfarb 132
CANCELLED
6
CreditAbility
2:00 – 3:00 pm
Hillman 130
Stretching Your
Budget
6:00 – 7:00 pm
Hillman 130
CANCELLED
7
Student Loan
Debt Management
2:00 – 3:00 pm
Hillman 130
8
Smart Financial
Planning
1:00 – 2:00 pm
Hillman 130
Student Loan
Debt Management
5:30 – 6:30 pm
Hillman 120
9 10
11 12
Tax Filing 101
6:30 – 7:30 pm
Hillman 130
13
CreditAbility
6:00 – 7:00 pm
Hillman 130
14
Creating a
Roadmap to
Economic
Success
2:00 – 3:00 pm
Hillman 130
15
Creating a
Roadmap to
Economic
Success
6:00 – 7:00 pm
Hillman 120
16 17
18 19
Smart Financial
Planning
6:45 – 7:45 pm
Hillman 130
20 21
Total
Compensation
Negotiations
2:00 – 3:00 pm
Hillman 130
22
Total
Compensation
Negotiations
5:30 – 6:30 pm
Hillman 130
23 24
25 26 27 28 29 30 31