Achieving Financial Wellness and Career Success for Graduate Students
Providing personal financial planning strategies to help graduate students transition successfully into their professional lives. Offering resources, workshops, and consultations on financial wellness, career planning, and academic success. Money Matters series of events and webinars cover topics such as budgeting, debt management, investing, and more.
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Presentation Transcript
PERSONAL FINANCIAL PLANNING FOR GRADUATE STUDENTS Creating financial, personal and career strategies to transition from being a graduate student to being a professional. For Our Future Conference March 9, 2022
Happiness Short-Term Goals Long-Term Goals Family Needs Financial Needs
Classes & Thesis Friends & Family Student Success Health: Mental & Physical Career Planning External Issues Financial Wellness
Classes & Thesis Health: Mental & Physical Career Planning Transitioning from Being a Graduate Student to Being a Working Professional Student Success Friends & Family Financial Wellness
Financial Wellness A goal without a plan is just a dream. Wealth is largely the result of habit. The most difficult thing is the decision to act; the rest is mere tenacity. It takes as much energy to plan as it does to wish. You cannot escape the responsibility of tomorrow by avoiding it today.
This is exactly how grad students achieve their academic goals. A goal without a plan is just a dream. Wealth is largely the result of habit. We try to help them to thinking the same way in their financial and career planning. The most difficult thing is the decision to act; the rest is mere tenacity. It takes as much energy to plan as it does to wish. You cannot escape the responsibility of tomorrow by avoiding it today.
Financial Wellness A Moodle course with videos, resources, interactive exercises & practical advice. Money Matters series of town hall events, centered around specific topics and lots of Q&A. In-person, 1-on-1 consultations. Books, tools & other resources. Custom designed programs for unique programs (arts, education ). Multi-Day workshops.
Financial Wellness Money Matters series of town hall events, centered around specific topics and lots of Q&A. 75-minute webinars/town hall meetings, 5-30 students in attendance, focused on 1 topic but naturally touching on any topics the students want to discuss. Budgeting: Income & Expense Management Debt Investing Management How To Succeed in Graduate School Financial Issues for International Students Tax Planning for Graduate Students Career Planning & Financial Wellness
What Are Your Values, Dreams & Goals? Education Career Family What Is Your Current Situation? Education Career Financial Family Create a Personal Financial Plan for You: Debt Budgeting Investing Taxes Management Insurance Retirement Education Business Planning Estate Planning Family Philanthropy
Our Future Initiatives Continuing to evolve and push the Money Matters series. Introducing more custom-designed offerings for different groups of students. Philip & Brian will be teaching Financial Planning for Grad Students course in our Doctor of Education program this summer. Connecting financial wellness to mental health. Making financial wellness a component of larger grad student and alumni support programs. Helping students transform financial issues from a point of stress to a source of empowerment.
Contacts for Content Graduate School & Programming Perspectives International Student Perspectives Dr. Philip de Mahy Dr. Rose Honegger Assistant Dean of the Graduate School Associate Director of Global Engagement gradschool@louisiana.edu roseh@louisiana.edu Personal Finance Perspectives Graduate Student Perspectives Dr. Brian Bolton Professor of Finance brian.bolton@louisiana.edu Remil Aguda PhD Student in Chemical Engineering (Thesis: Microalgae cultivation in space station-based biorefinery) remil.aguda1@louisiana.edu http://business.louisiana.edu/financeispersonal
