WPI’s Office of Student Aid & Financial Literacy is here to answer your questions about your finances and how to better create and stick to your individual budget. Below you’ll find a number of resources, including:

  • Past financial workshops and presentations hosted by WPI
  • Pre-recorded webinars on budgeting, saving, investing, and more
  • Our financial wellness newsletter “Dollars and Sense”
  • Links to other websites that can help you with your finances

Past Workshops and Presentations

WPI’s Office of Student Aid & Financial Literacy often holds a number of on-campus workshops and events about financial management and understanding your money. Check out our calendar to find upcoming events, or read about some recent workshops below.

2016-2017 Academic Year

Life After College, March 2017
Presenters: Jeff Solomon, WPI Executive Vice President/CFO, Erika Hall, WPI Alum, & Kristan Coffey, Associate Director, WPI Talent & Human Resources
Topics Covered: An open forum for students to ask questions about life after college, managing your money, negotiating salary/benefits, and so much more!

Transitioning to the Real World, February 2017
Presenters: Amanda Woodward-Mitchell, WPI OSAFL and Amanda Dionne, WPI CDC
Topics Covered: What to expect as you leave WPI to begin a new job, negotiating salary, benefits, etc. as well as your options when it comes to managing, repaying, or deferring student loans after graduation.

Student Panel: Moving Off-Campus, February 2017
Moderator: Mike Hamilton, Residential Services

Panelists: Nancy Mendizabal, Apple Valley Insurance, Rushdi Abualhaija, Liz Desjardins, Daniel Seaman, Veronica Delaney
Topics Covered: An open forum for students to ask questions about moving off-campus, splitting bills, renter's insurance, tips & tricks.

Investing, December 2016
Presenter: Kelly Lannan, Fidelity Investments

Topics Covered: What to do with your money, how to make the most of it, get more of it, and how to set yourself up for financial wellness. Learn the foundation for mastering your money.

Identity Theft, November 2016
Presenter: Shannon Desmond, MA Office of Consumer Affairs & Business Regulation
Topics Covered:
How to spot and protect yourself from scammers and skimmers in today's technology-based world.

Good vs Bad Debt: Building Your Credit, October 2016
Presenter: Jim Valis '00, Blackstone Valley Wealth Management
Topics Covered: Credit and good habits, good vs bad debt, how much debt is too much, managing and minimizing debt (including student loans), and budgeting basics.

 

2015-2016 Academic Year

Life After College, April 2016
Presenters: Jeff Solomon, WPI Vice President/CFO, & Cindy Bartelson, WPI Director of Human Resources
Topics Covered: An open forum to ask questions about what you can expect when it comes to money management, starting a new job, and what you need to know about employer benefits.

ID Theft & Credit Repair, April 2016
Presenter:
Chris LoPilato, National Financial Credit Group
Topics Covered: How to protect your credit, the most common places ID theft occurs, and what to do if you identity is stolen.

Student Loans: What You Need to Know About Repayment (PDF), April 2016
Presenter:
Amanda Woodward-Mitchell, WPI Office of Student Aid & Financial Literacy
Topics Covered: Understanding your options and obligations for repayment as you prepare for graduation. 

Insurance Awareness: Protecting Yourself, April 2016
Presenter:
Irene Morrill, MA Association of Insurance Agents
Topics Covered: Understanding the basics of what insurance is, how it works, and how to make sure you have an appropriate balance of coverage.                                                      

Transitioning to the Real World (PDF), March 2016
Presenters: Amanda Woodward-Mitchell, WPI Office of Student Aid & Financial Literacy and Marie Lane, WPI Career Development Center
Topics Covered: What to expect as you leave WPI to begin a new job and understanding your options when it comes to managing, repaying, and deferring student loans after graduation.

Homebuyer Workshop, February 2016
Presenter:
Erika Hall, Keller Williams & Trevor McFarland, Residential Mortgage Services
Topics Covered: Credit building tips, buying vs. renting, buying for investment, creative financing options, and how student loan debt affects credit.

Education Tax Credits: How They Work, January 2016
Presenter:
Brendan Leahey, Certified Public Accountant
Topics Covered: Education expenses, tax credits, and deductions

Are You Ready for Cyber Monday?, November 2015
Presenter:
Matt Paradise, American Consumer Credit Counseling
Topics Covered: Shopping tips, preparing for the upcoming holiday expenses while still maintaining a household budget, online shopping comparison tips

Investing: Planning Now for Future Success, November 2015
Presenter:
Kelly Lannan, Fidelity Investments
Topics Covered: Understanding the power of compound interest, IRAs vs. 401Ks/403Bs, etc.

Budgeting: Getting Value From a Budget, October 2015
Presenter:
Carol Southworth, Leominster Credit Union
Topics Covered: Focusing on a goal and how to make your budget work

The Ins & Outs of Credit, September 2015
Presenter:
Julian Smith, MA Consumer Affairs & Business Regulation
Topics Covered: Credit cards, credit reports, protecting yourself from identity theft

 

Pre-recorded Webinars

Budgeting 101
Your budget is like your financial game plan. In this Money Monday session, offered through Nelnet, you will learn why it's important to have a budget, how to create a budget, and how to stick to it.

Financial Literacy - Teaching You to Live Life Smart 
Does the idea of an easy-to-use financial literacy reference guide appeal to you? View this webinar to see how you can benefit from Nelnet's Live Life Smart Guide, and to learn more about the resources and information it contains. Webinar attendees will learn what's covered in the guide, and will also receive a copy of the guide to help them Live Life Smart through enhanced financial literacy.

Job Search 101
It takes a savvy candidate to succeed in today's job market. Students learn how to navigate the internship experience, what hiring managers and recruiters want to see on a new grad's resume, and why having a summer job improves success in a job search. This webinar also includes the do's and don'ts of interviewing.

Personal Finance 101
This Money Monday session will review the basic principles of personal finance and give students information to be better positioned to manage their finances. It has particular emphasis on crafting a spending plan, understanding where money goes, student loan fundamentals, how to navigate debt, and investing in the future.

Saving and Investing Basics
Everyone should have an understanding of why it's important to have a savings plan and be prepared for life's future events. This recorded Money Monday session will provide students with a general idea about setting realistic financial goals, saving and investing vehicles, and how interest can work for them to reach their financial goals.

Student Loan Repayment Tips 
This Money Monday session will give students information they can use to be better prepared to manage their student loan payments. Student will learn how to develop a plan for financial survival, know what they borrowed, who they borrowed from, and who services their loans. They'll also get information on the best repayment plan for their circumstances and how to avoid delinquency and default.

Understanding Credit Cards 
Learn about the good and bad of credit cards. Credit cards can help, but they also have many pitfalls if you aren't careful. Join us and find out how to manage your credit cards and avoid piling on debt.

“Dollars & Sense”

Created by the WPI Office of Student Aid & Financial Literacy, “Dollars and Sense” provides useful information to students about personal finance and important financial aid deadlines. Be sure to check your email for our latest issue or catch up on past issues below.

Current Issue

Dollars and Sense, D-term 2017 (PDF)

Past Issues

Dollars and Sense, C-term 2017 (PDF)

Dollars and Sense, B-term 2016 (PDF)

Dollars and Sense, A-term 2016 (PDF)

Dollars and Sense, E-term 2016 (PDF)

Dollars and Sense, D-term 2016 (PDF)

Dollars and Sense, C-term 2016 (PDF)

Dollars and Sense, B-term 2015 (PDF)

Dollars and Sense, A-term 2015 (PDF)

Dollars and Sense, E-term 2015 (PDF)

Dollars and Sense, D-term 2015 (PDF)

Dollars and Sense, C-term 2015 (PDF)

Dollars and Sense, B-term 2014 (PDF)

Dollars and Sense, A-term 2014 (PDF)

Dollars and Sense, E-term 2014 (PDF)

Dollars and Sense, September 2013 (PDF)

Dollars and Sense, February 2013 (PDF)

Dollars and Sense, January 2013 (PDF)

Other Resources

Below are some online resources that offer personal opinions and views regarding financial matters. Please note: These sites are not affiliated with Worcester Polytechnic Institute. WPI assumes no responsibility for the content found on these sites.

360 DEGREES OF FINANCIAL LITERACY 

360 Degrees of Financial literacy is a national volunteer effort of the nation’s Certified Public Accountants to help Americans understand their personal finances and develop money management skills. It focuses on financial education as a lifelong endeavor—from children learning about the value of money to adults reaching a secure retirement. Learn more...

AMERICAN CONSUMER CREDIT COUNSELING

American Consumer Credit Counseling is a nonprofit credit counseling agency that helps consumers take control of their financial lives through credit counseling, debt consolidation and financial education. Since 1991 we have been improving lives and providing solutions to people in need of financial help. Learn more...

AMERICAN STUDENT ASSISTANCE

American Student Assistance is a private nonprofit whose public purpose mission is to empower students and alumni to successfully manage and repay their college loan debt by providing student loan education, and enabling the development of financial competencies through the use of innovative web-based tools and trusted, neutral advice – all free of charge to students and alumni.  Learn more...

BANKRATE

Bankrate.com provides free rate information to consumers on more than 300 financial products, including mortgages, credit cards, new and used automobile loans, money market accounts, certificates of deposit, checking and ATM fees, home equity loans and online banking fees. Bankrate continually surveys approximately 4,800 financial institutions in all 50 states in order to provide clear, objective, and unbiased rates to consumers. Learn more...

CALCULATED RISK

A full time blogger, Mr. McBride (aka Calculated Risk) retired as a senior executive from a small public company in the '90s. Mr. McBride holds an MBA from the University of California, Irvine, and has a background in management, finance and economics. Learn more...

CASHCOURSE

A guide for students to making informed financial choices. Get prepared for whatever life has in store: Register for a free account and take charge of your money. Learn more...

FEED THE PIG

A new component of the 360 Degrees of Financial Literacy effort, Feed the Pig aims to educate Americans about how financial issues affect their lives. Learn more...

GET RICH SLOWLY

Founder J.D. Roth talks about his personal experience with money and what he did to get himself out of debt. Updated daily, his blog includes commentary pertaining to financial book reviews, personal stories of financial success and tips on living a frugal life. Learn more...

HELP SAVE MY DOLLAR

Scott Gamm is the Founder of HelpSaveMyDollars.com, a personal finance website with the goal of helping teens, college students and adults save more money and learn about money. Gamm’s mission is to promote financial literacy among young people. Learn more...

LIFETUNER

Sponsored by the AARP, LifeTuner is a non-profit organization that helps individuals understand their personal finances. LifeTuner works with two groups, the American Institute of Certified public accountants and the Certified Financial Planner Board of Standards. Learn more...

MIGHTY BARGAIN HUNTER

From the Mighty Bargain Hunter “about” section: My training is outside of the financial world but I enjoy talking about saving money, finding deals, living frugally, making money, and investing, in addition to talking about current events in the financial world, online and offline. I’ve published articles at this domain name since 2004 and have been blogging since May, 2005. Learn more...

MONEY SMART

A financial literacy program that was developed by the Federal Deposit Insurance Corporation (FDIC) in conjunction with select partners, Money Smart is designed for students and adults with little or no banking experience. The program consists of 10 online training modules covering important financial topics such as the basics of banking, successful borrowing, and credit cards. Learn more...

MOTLEY FOOL

Founded in 1993 in Alexandria, Va., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, television appearances, and subscription newsletter services, the Motley Fool champion’s shareholder values and advocates tirelessly for the individual investor. Learn more...

PERIDOT CAPITALIST

Chad Brand is the founder and president of Peridot Capital Management LLC, a registered investment advisory firm specializing in customized personal finance and investment management services for individuals. Chad’s blog, peridotcapitalist, has been named one of the top investment blogs by the likes of Forbes.com, Capital Magazine and 24/7 Wall Street since he began blogging in 2004.  Learn more...

SEEKING ALPHA (READ. DECIDE. INVEST)

From the Seeking Alpha “About” section: Seeking Alpha is the premier website for actionable stock market opinion and analysis, and vibrant, intelligent finance discussion. We handpick articles from the world's top market blogs, money managers, financial experts and investment newsletters - publishing approximately 250 articles daily. Seeking Alpha gives a voice to over 3000 contributors, providing access to the nation's most savvy and inquisitive investors. Our site is the only free, online source for over 1,500 public companies' quarterly earnings call transcripts, including the S&P 500. Learn more...

SPENDSTER

Spendster is a program developed by the National Endowment for Financial Education® (NEFE)®, an independent, nonprofit foundation committed to educating Americans on a broad range of financial topics and empowering them to make positive and sound decisions to reach their financial goals. Learn more...

SMARTMONEY

SmartMoney is the Wall Street Journal's Magaizine of Personal Business. Regular topics include ideas for saving, investing, spending as well as coverage of technology, automotive and lifestyle topics. Learn more...