The Financial Wellness Advisory Group is excited to present our Fall 2023 Financial Wellness Fall Semester Series. We will be hosting the following four basic workshops that will serve as building blocks to reaching your financial goals.

Introduction to Credit

Tuesday, September 12, 2023

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“Introduction to Credit” is targeted towards students who are interested in learning how to build their credit. We will discuss the process of choosing a credit card, navigating and avoiding interest, and planning for debt repayment. No previous experience with any of this material will be required. Cheese board, assorted crackers and bread, almonds, cookies, fresh fruit, and beverages provided for your enjoyment.

Presented by: Rivermark Community Credit Union:

• Ryan Halley, Ph.D., CFP® (Also a Professor of Finance and Financial Planning at George Fox University)
• Kaity Johnson, CUDE, CCUFC
• Alisa Peck, MA, CUDE, CCUFC

Sponsored by: Center for Life Beyond Reed

Hosted by: The Financial Wellness Advisory Group at Reed College

Budgeting Crash Course

Tuesday, October 10, 2023

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The “Budgeting Crash Course” is for students who want to learn to manage their money. We will discuss budget layout, the 50:30:20 rule for budgeting, how to plan for emergencies when you have a variable income and so much more. There will also be a budgeting demo, and after the workshop, templates will be provided to all participants. No previous experience with any of this material will be required.

Presented by: Rivermark Community Credit Union:

• Ryan Halley, Ph.D., CFP® (Also a Professor of Finance and Financial Planning at George Fox University)
• Alisa Peck , MA, CUDE, CCUFC

Sponsored by: The Reed College Business Office

Hosted by: The Financial Wellness Advisory Group at Reed College

Introduction to Investment

Tuesday, November 14, 2023

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“Introduction to Investment” is geared towards students that are new or have limited experience with budgeting. The workshop will cover various types of investment (i.e. stocks, bonds, index and mutual funds) as well as how to open a brokerage account and make an investment plan. This workshop will also tie into the “Budgeting Crash Course” as we will discuss how to factor in investments into your monthly or biweekly budget. No previous experience with any of this material will be required.

Presented by: Oscar Pulliam, V.P. of the Reed College Finance and Investment Club, Reed College 2025 | B.A. Quantitative Economics

Hosted by: The Financial Wellness Advisory Group at Reed College

Navigating Loan Repayment

Tuesday, December 5, 2023

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Wondering how you’re going to pay back your student loans? Our workshop “Navigating Loan Repayment” is geared towards upper division students who are planning on paying back student loans after leaving Reed. We will go over the different types of loans and avenues for repayment, including deferment and Student Loan Forgiveness options. Students who are going to graduate and professional school are also invited as there will be discussion of loan options after undergraduate education is complete. No previous experience with this material will be required.