Workshops & Events

Upcoming Workshops

 

 

Insuring Your Future

Thursday, April 2nd

1:00pm - 2:00pm

Stratton Hall, Room 308

Join us as Irene Morrill and Heather Kramer, from the Massachusetts Association of Insurance Agents, talk about the importance of having insurance. They will explain the different types of insurance, how they work, and what they cover (rental, health, auto, retirement, etc.).

Lunch will be provided and prizes will be raffled!

Register now at Regi25 or on Facebook!

 

 

Past Workshops and Events

 

2014-2015 Academic Year

Black Friday: Consumer Readiness, November 2014

Presenter: Matt Paradise, American Consumer Credit Counseling

Topics: Preparing for the big day, being aware of spending habits, and identity theft

 

Investing: Planning Now for Future Success, November 2014

Presenter: Kristina Harris, Fidelity Investments

Topics: Creating a budget, building a credit score, investing, understanding the power of compound interest, IRAs vs. 401Ks/403Bs, stocks, etc.

 

Personal Finance & Strategy: "Balancing Your Check Book: How to Budget Your Finances", October 2014

Presenters: Lisa Mills & Geri Hallas, TD Bank

Topics: Keeping track of your money, including balancing your checkbook, making deposits, and online banking

 

Credit Cards: The Good, he Bad, & The Ugly, September 2014

Presenter: Julian Smith, MA Office of Consumer Affairs & Business Regulation

Topics: The ins and outs of credit cards, understanding your credit report & your credit score, and protecting yourself from identity theft.

 

2013-2014 Academic Year

Life After CollegeApril 2014

Presenters: Jeff Solomon, CFO, Tracy Hassett, VP of HR

Topics Covered: Money management, helpful hints for starting a new job, evaluating employer benefits, student loan repayment

 

Financial Literacy Jeopardy! April 2014

The event of the year to test your financial literacy skills, or just watch your friends try their hand.

What is Financial Literacy Jeopardy?

 

Taxes: What Every College Student Should Know, February 2014

Presenter: Brendan Leahey, CPA

Topics Covered: Education expenses, tax credits and deductions. View the powerpoint presentation from this workshop. Need help filing your taxes? Visit a VITA site for free tax help.

 

Understanding Your Credit Report, December 2013

Presenter: Matt Paradise, ACCC

Topics Covered: Understanding your credit report and how the information provided can greatly affect your financial future. Tips for improving your financial health and your credit score.

 

Budget or Bust, October 2013

Presenter: Matt Paradise, ACCC

Topics Covered: Budgeting and money management

 

2012-2013 Academic Year

WEBINAR, Offered by American Student Assistance (ASA)

Student Loan Repayment: Repay Your Way

Tuesday, March 12th, 3:00, 4:30 or 7:00PM *

*  These sessions will take place at three separate times via WebEx.  Participants will need access to a computer and phone to attend.  Login instructions will be emailed prior to the event.  Students can register for individual sessions online.

About American Student Assistance (www.asa.org)

American Student Assistance is a private nonprofit whose public mission is to empower students and alumni to successfully manage and repay their college loan debt.

 

Taxes: What You Need to Know as a College student, January 2013

Presenter: Brendan Leahey, CPA

Topics covered: Education expenses, tax credits and deductions.  View the powerpoint presentation from this workshop.

 

A Prosperous New Year: Setting Financial Goals, December 2012

Presenter: Matt Paradise, ACCC

Topics covered: Financial goal setting, cash flow, budgeting

 

Investing 101, November 2012

Presenter: Rob Crowley, CFP, Fidelity Investments

Topics covered: 401K, 403b, Roth IRAs, traditional IRAs, stocks, bonds, and mutual funds  

 

Spending and Savings: The Best of both Worlds, October 2012

Presenter: Matt Paradise, ACCC

Topics covered: Credit, credit cards, debit cards, savings  

 

2011-2012 Academic Year

Life After College, April 2012

Presenter(s): WPI Office of Financial Aid Staff

Topics Covered: Money management, budgeting, student loan repayment

 

Investing 101, January 2012

Presenter: Rob Crowley, CFP, Fidelity Investments

Topics covered: 401K, 403b, Roth IRAs, traditional IRAs, stocks, bonds, and mutual funds

 

Financial Aid 101, December 2011

Presenter(s): WPI Office of Financial Aid Staff

Topics Covered: FAFSA, CSS Profile, EFC, scholarships, loans, Federal Work Study

 

Credit and Identity Theft, November 2011

Presenter: Matt Paradise, ACCC

Topics Covered: Credit, credit cards, credit reports, credit scores, identity theft

 

Basics of Budgeting and Savings, September 2011

Presenter: Matt Paradise, ACCC

Topics covered: Money management, budgeting, savings, cash flow  

 

2010-2011 Academic Year

Investing 101, April 2011

Presenter: Rob Crowley, CFP, Fidelity Investments

Topics covered: 401K, 403b, Roth IRAs, traditional IRAs, stocks, bonds, and mutual funds

 

 
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