Financial Workshops Series

Nontraditional Student Programs and Waddell & Reed, Inc. are sponsoring two financial workshops a month for UO students, faculty, staff, and spouses. All workshops are held from 3:00-4:00 pm. RSVP to thein@wradvisors.com

Money Management Workshop

February 12, March 12, April 9, and May 14 in the EMU Century Room A.

Need some more information about managing your money? Want to start thinking about your finances in a new way?

The workshop will cover the basics of:
•    Cash management: budgeting, saving, and emergency funds
•    Investment vehicles: from savings accounts to stocks and bonds
•    Accumulation: compound interest, growing money over time
•    Goals: The power of goal-oriented planning and funding strategies

Budgeting Basics Workshop

Thursday, February 14th from 3-4pm in the EMU Century Room A.

Do you know where your money goes each month? Does it seem like you’re never able to get ahead? A thoughtful, well-conceived budget can help you track your spending your and help you reach your financial goals.

This workshop will cover the basics of:
•    Setting and prioritizing your monthly goals
•    Identifying your monthly income and expenses
•    Determining your net worth
•    Building a budget
•    Evaluating and monitoring your budget

Investing Basics

March 14 in the EMU Alsea Room
We’ve all heard of people who make money in “The Market.” Some of us have tried, most of us have thought about it. This workshop looks at the basics of investing.

IRAs

April 11 location TBD
Most of us have heard the term IRA before, but how many of us really understand what it means? An IRA (individual retirement arrangement) can be one of the most powerful retirement tools available to you.

Evaluating a Job Offer

May 16 in the EMU Board Room
If you’re looking for a job, one of the most important decisions you will face is which offer to accept. We’ll look at how you can evaluate the offers you receive and some simple methods you can use to make the decision.