Finance Club Pitch

Finance Club is not just for Finance majors! Join us and learn how to BUILD YOUR OWN FINANCIAL PLAN!

Transcript

1. PROPOSAL Theme: “Build your own financial plan” Let’s approach the Finance Club from a frame of Financial Literacy.
2. HOW Finance Club will walk you through creating your personal financial plan: • Each month a topic, such as: • Investing • Retirement planning • Buying a home • Giving back: donations/community • Global/international perspective • We will crowdsource the topics: • Send survey to class to vote… • What do you want to learn about?
3. NETWORKING & JOBS Leverage program to bring in professionals for networking and job opportunities • Outreach to subject matter experts we will invite as speakers & panelists • Recruit other Isenberg and UMass grad students, across disciplines The networking opportunities are endless!
4. IMPACT & SUSTAINABILITY How can we use our capacity for wealth as a positive force in the world? • Approach each topic emphasizing the basics, and best practices, of personal financial planning • Then, apply the lens of impact and sustainability to each topic • We may find more questions than answers, but we will become more knowledgeable by asking
5. RESULTS Finance Club provides: • Increased financial acumen and planning skills • Opportunity to build your own financial plan • Networking and job search opportunities • Skills to evaluate impact and sustainability • Comprehensive list of financial resources posted publicly, free and open source
6. THANK YOU! Interested? Questions? email me: awcreighton@umass.edu