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We are excited about sharing with people ways in which they can monitor and use their finances so that they can
have a secure and sound financial future. Let us come and talk with your student group, organization or club.

(Click here to request a workshop)

Your Spending Plan

You may know what a budget is, and you may already have one, but are you using it to its potential? During this session you will learn not only how to create a budget, but how to use it to reach your financial goals. Budgeting is not about doing without, it’s about getting what you really want.

Credit, Banking, and Protection your Identity

Learn how to establish credit history in a responsible way, and earn a high credit score. Having a high credit score can lower your insurance rates, help you get an apartment without having to pay a high security deposit, and it could even help you get a job. During this session, you will learn what factors go into calculating your credit score, best practices for maintaining a high score, and how to protect yourself from identity theft.

Saving and Investing in your Future

Even if you have already started a savings plan, do you want your money to do more? Have you thought about saving and just don’t know where to start? This seminar will explain the difference between saving and investing and help you understand which investment options meet your short and long-term financial goals.

Purchasing Your First Car

Purchasing your first car can be very stressful if you don’t feel confident about what you’re doing. Feeling good about your purchase has little to do with the color of your car or whether or not you decided to go with leather seats, but lots to do with how well you understand your options and whether you were able to negotiate the prices and terms of your purchase.

Salary Negotiations and Benefits

Negotiating, evaluating and understanding job offers and salaries can play a key role in determining whether an opportunity is right for you, This workshop will address the skills necessary to negotiate offers, as well as thoroughly evaluate and understand your future paycheck! Make sure your next step after Duke is a financially informed one.

Relocating with Confidence

Moving to a new city is exciting, but it can also be a little scary. Learn how to manage your move with confidence by knowing what expenses to plan for, determining the insurance coverage you need, and setting up your new home without busting your budget.

Graduate Student Tax Issuses

If you are a Graduate student, your income tax return can be  a little tricky because your income comes from different sources, and you may be required to report them in  different ways. In addition to reporting your income, there are tax credits and deductions to think about. During this session you will learn how to calculate your reportable income, tax credit eligibility, the difference between taxable versus non-taxable income, as well as qualified versus nonqualified expenses. Please note, this seminar addresses domestic tax issues only.

Understanding Student Loans for First-Time Borrowers

As a first-time borrower, there’s a lot to know about student loans, and managing debt after graduation. Join us for this important seminar, and learn how to limit your borrowing, live on the resources you have, manage the repayment of your loans, and understand the qualification to have your loan forgiven.

Managing Your Sutdent Loans after Graduation

This seminar will provide you with the information you need to manage your student loan debt, and feel confident that you are making the right decision when you enter repayment. Unlike other forms of debt, some student loans offer loan forgiveness and flexible repayment options that can lower your monthly payment.

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Drop us an email explaining what you are interested in and we will see what we can do.

To request a workshop, please click here.