About the Center
Faculty & Staff
Financial Literacy
Draper Business Plan Competition
WFI Online Course: Financing Life
Student Involvement
Alumnae Outreach
News & Opportunities
Contact Us
Global Financial Institutions Concentration
Student Financial Services
Financial Literacy

Related Links

Financing Life

It's never too soon or too late to start thinking about your financial future. Professor Randy Bartlett will introduce you to the essentials of personal finance and what you need to know to take charge of your money. Topics will include credit cards and debt management, saving for retirement, tax planning and much more.

No registration required.
Free, wheelchair accessible and open to the public.
Lunch provided for the first 70 attendees.

Fall 2015

Thursdays, from 12:00 - 12:50 p.m.
First class is Thursday, Sept. 17th

Neilson Browsing Room

Covered are -


Basic Concepts

Measuring financial status—assets, liabilities, net worth; real versus nominal value; time value of money.

Managing Debt

Basic budgeting; credit card debt; student loans.

Understanding Taxes

Tax brackets and marginal rates; exclusions, adjustments, and deductions, pre- and after-tax dollars.

Financial Aspects of Home Ownership

Mortgage basics; tax advantages and issues; home ownership as a form of saving and investment.

Saving for Retirement: A Little Now, A Lot Later

The magic of compound interest and exponential growth; time aspects of saving plans; taxes and retirement plans.

What To Do With Those Savings: Fundamentals of Investing

Stocks, bonds, mutual funds; risk and return; relevant tax issues.