Request a Workshop
Financial Wellness Sidebar Menu (Not Blog)
Financial Wellness @ Penn offers requestable workshops for campus offices and student groups, presented by our trained peer educator team. Each workshop will last approximately one hour, with 30-45 minutes of presentation and 15-30 minutes for Q&A.
To invite us to other types of programs (resource fairs, panels, etc.), please email us at financialwellness@upenn.edu.
Below are the workshops we offer.
Topics covered: Our philosophy on personal finance, overview of online resources, how to access our workshops, and how to access our counseling.
Topics covered: Setting a financial goal, budgeting basics, understanding your relationship with debt, and investing options.
Topics covered: Where money beliefs come from, money personalities, understanding behavior change, and goal attainment strategies.
Topics covered: What budgeting is, how to build a budget, fixed vs. variable expenses, needs vs. wants, how to balance a budget, budget strategies, and implementation.
Topics covered: Why student account refunds happen and four unique strategies for managing your refund over the course of each semester.
Topics covered: Understanding on- versus off-campus costs of attendance (for undergrads), how to identify how much rent you can afford, financial and non-financial factors to consider in the apartment search, how to read a lease, and an overview of essentials you'll need when you move.
Topics covered: Nutrition basics, budgeting basics, meal planning tips.
Topics covered: What credit is, why credit matters, credit scores, credit reports, how to start building credit, and how to manage credit.
Topics covered: Basic budgeting steps, how to identify your adjusted personal budget based on your cost of attendance, and how to identify how much to borrow based on available funding and total costs.
Topics covered: Student loan basics and key terms, repayment strategies, FSA loan simulator, public service loan forgiveness.
Topics covered: Necessary steps to take before investing, time horizon, risk tolerance, major investment assets, choosing your investing strategy, investing for retirement.
