seminar descriptions

Title: Set Yourself Up for Financial Success in Your PhD Program, Postdoc, or Post-PhD Job

Format: Live lecture with Q&A (in person or remote)

Intended Audience: Undergraduate and graduate students and postdocs graduating/moving on in the next year

Length: 60 minutes

Timing: Year-round

Summary: This seminar is designed for PhD trainees at the undergraduate, graduate, and postdoctoral levels who plan to graduate and/or take another job in the next year.

Outline:

• Why and how to set up your budget before you move
• Tax (income, FICA)
• Payroll deductions, e.g., insurance
• 8-step financial framework
• Student loans (budgeting for repayment, income-driven repayment plans)
• Investing (workplace-based retirement accounts, IRAs)
• How to set your living expenses appropriately to your salary
• Homebuying
• Moving expenses

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This comprehensive presentation or workshop teaches postdocs the basics of personal finance and how they can set and reach financial goals during their training.

The major sections of the presentation are:

• values, goals, and strategies
• budgeting
• saving
• tax-advantaged retirement accounts
• investing
• debt evaluation and repayment

(60-90 minutes plus time for questions)

Title: The Graduate Student and Postdoc’s Guide to Personal Finance

Format: Live lecture with Q&A (in person or remote)

Intended Audience: Graduate students receiving stipends, postdocs

Length: 120 minutes

Timing: Year-round

Live Seminar Outline: The Graduate Student’s Guide to Personal Finance from Emily Roberts on Vimeo.

Summary: This comprehensive presentation or workshop teaches stipend-receiving graduate students and postdocs the basics of personal finance and how they can set and reach financial goals during grad school. This talk is appropriate for grad students of all years and postdocs. It is well-suited as a stand-alone event or part of an orientation or personal/professional development series.

Outline:

• Financial goals framework
• Saving
  • Emergency funds
  • Targeted savings accounts
• Investing
  • Tax-advantaged retirement accounts
  • Passive investing
• Debt repayment
  • Student loan deferment
  • Whether to pursue income-driven repayment and forgiveness
• Increasing income
• Budgeting and frugality
• Pay types and tax implications

Schedule a Call to Discuss This Seminar

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