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Global Financial Institutions Concentration
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Financing Life: FALL 2015

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.

Thursdays, September 17 - October 29
12:00 - 12:50p

Neilson Browsing Room

9/17: Basic Concepts

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

9/24: Managing Debt

Basic budgeting; credit card debt; student loans.

10/01: Understanding Taxes

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

10/08: Financial Aspects of Home Ownership

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

10/15: 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.

10/22 and 10/28: What To Do With Those Savings ~ The Fundamentals of Investing

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

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