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, 保险, estate planning and investing. This series will be facilitated by CBE 教师 and 行业专家. 

Workshop Series Takeaways:

• Developing your personal financial plan 
• Gaining insight about investment assets, accounts, strategies and analysis tools 
• Gaining insights about how to use 保险 to protect your assets 
• Learning about estate planning tools  
• Learning about the real estate buying process 

注册:
*Light refreshments will be served.

车间# 1 | 3月 21^st, 2:30 p.m. - 3:30 p.m. 
主题 - Income Tax Basics: There is Nothing to Fear! (在线)
主持人 - Dr. 约翰•库珀
注册# 1 - http://cbegradapp.formstack.com/forms/financial_fitness_workshop_1_spring_2024

车间# 2 | 3月 28^th时间:下午2:30.m. - 3:30 p.m. 
主题 - Mastering Your Money (In-person)
主持人 ——布鲁斯·博尔金
位置- - - - - - Nongshim实验室
注册# 2 - http://cbegradapp.formstack.com/forms/financial_fitness_workshop_2_spring_2024

车间# 3 | 4月 11^th, 2:30 p.m. - 3:30 p.m. 
主题 - 债务: The Good, the Bad, and the Ugly (In-person)
主持人 ——布鲁斯·博尔金
位置- - - - - - Nongshim实验室
注册# 2 - http://cbegradapp.formstack.com/forms/financial_fitness_workshop_3_spring_2024

车间# 4 | 4月 18^th, 2:30 p.m. - 3:30 p.m. 
主题 - Developing Career Paths and Ladders (In-person)
主持人 ——Lloyd Umali 
位置- - - - - - Nongshim实验室
注册# 4 - http://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, 行业专家 and external partners focused on developing and offering essential financial workshops and information to empower students financially.

我们的目标

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. 

每一个车间 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. 梅布尔桑切斯 at [email protected]

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Financial Fitness Program Team:

Dr. Maryam Tofighi, Director of Behavioral Research and Visualization Environment (BRAVE)

Marketing, 加州大学洛杉矶分校

Dr. Maryam Tofighi earned her B.S., M.S.， Ph值.D. 在市场营销. She has two years of professional experience in marketing. Dr. Tofighi is responsible for measuring the effectiveness of the financial fitness program at 加州大学洛杉矶分校. 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. 梅布尔桑切斯, Financial Fitness Program Coordinator, CBE Management Professor
• Dr. 约翰•库珀, 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