Department of Finance

Program for Financial Literacy

Financial Symposium 2019
Past Events
Location

UH Bauer College Financial Symposium 2019

Sponsored by AIG

AIG Logo
UH Bauer College Financial Symposium 2019

When:



Where:
 


Why:

March 26, 4 - 5:30 p.m.
March 27, 4 - 5:30 p.m.
March 28, 4 - 5:30 p.m.

Melcher Hall, University of Houston Main Campus

To promote Financial Literacy to students and the Houston community. Open to all students and the community.

In Conjunction with

Money Week Logo
www.houstonmoneyweek.org

The goal of the Financial Symposium is to provide current UH students and the Houston community with information on basic financial topics and on curriculum options for financial education and careers in financial services, including commercial banking, financial analysis, and personal financial planning.

Session Topics:

Melcher Hall, University of Houston Main Campus

Check-in from 3-3:30 p.m.| Click each session topic for more information.


Workshop 1: Tuesday, March 26, 2019, 4 - 5:30 p.m.
  • Money Management/Credit

    Learn real world strategies for managing your cash flow so that you know where your money is going and you are not caught short when emergencies happen. Also to better understand you credit score, you need to know what it entails and how to maintain it.

    Presenters:

    1. AIG
    2. Personal Financial Planning Track

     

Workshop 2: Tuesday, March 26, 2019, 4 - 5:30 p.m.
  • First Day on the Job

    Your first day at your new job is an exciting, yet sometimes stressful time. You will be asked to sign many documents which allow you to participate in not only the company’s benefits package, (health insurance, life insurance, retirement plans, stock purchase plans, and others), but also communicate to your employer know how much you wish to withhold from your salary to pay federal income taxes. Ultimately, your goal is to make the best decision for you and your financial future; but that can be difficult if you do not know all the details! This workshop will overview new hire documentation and provide you with a general knowledge of what to expect, and how to enroll in benefits tailored to your goals.

    Presenter:

    1. John Lopez, Clinical Associate Professor of Finance, University of Houston
      C. T. Bauer College of Business

     

Workshop 3: Wednesday, March 27, 2019, 4 - 5:30 p.m.
  • Insurance 101

    Getting the best bang for your buck on every policy you buy: Return on Risk (ROR) and 3 Tips for Buying Insurance That Pays: Know Your Risk, Know Your Options, and Know Your Rights. This workshop will also cover: Risk Management 101, Liability Review, Three Homeowners Insurance Essentials, Three Auto Insurance Coverages to Understand and Three Mistakes to avoid at all costs.

    Presenters:

    1. AIG
    2. Personal Financial Planning Track

     

Workshop 4: Wednesday, March 27, 2019, 4 - 5:30 p.m.
  • Money Management/Credit

    Learn real world strategies for managing your cash flow so that you know where your money is going and you are not caught short when emergencies happen. Also to better understand you credit score, you need to know what it entails and how to maintain it.

    Presenters:

    1. AIG
    2. Personal Financial Planning Track

     

Workshop 5: Thursday, March 28, 2019, 4 - 5:30 p.m.
  • Investing

    Description needed

    Presenters:

    1. AIG
    2. Personal Financial Planning Track

     

Workshop 6: Thursday, March 28, 2019, 4 - 5:30 p.m.
  • Evaluating and Negotiating a Job Offer

    To teach students how to effectively negotiate a salary and to evaluate a benefits package which is offered by an employer.

    Presenters:

    1. John Lopez, Clinical Associate Professor of Finance, University of Houston
      C. T. Bauer College of Business
    2. Amanda Ware, Career Development Specialist, University of Houston
      C. T. Bauer College of Business