Financial Education
“Save early, save often” is a mantra touted by many financial planning websites and experts. Time is critical when saving for retirement or any financial goal. According to the U.S. Dept. of Labor, every 10 years you delay starting to save for retirement, you will need to save three times as much each month to catch up.
To help you get started and understand how to maximize your financial potential, the Office of Postdoctoral Scholar Affairs has teamed up with Curo Financial Planning to offer the “Financial Education Series for Postdocs”.
Each workshop will discuss the ways to set yourself up for financial success for that specific topic. UCSD graduate students and family members of postdocs are welcome to attend. Come join us to learn about the topics listed below and create a strategy for your financial future!
Have questions but can't attend a workshop? Curo has provided some free fiancial resources to help postdocs or you can sign up for an in-depth meeting to discuss your finances and have your questions answered
| Date | Topic | Time & Location | Registration |
|---|---|---|---|
|
March 5, 2026 |
Understanding Taxes Understanding taxes is essential at every stage of your career. In this seminar, you’ll learn how the U.S. tax system works, explore strategies to minimize your tax burden, maintain accurate records, and navigate unique tax situations with confidence. |
9:00 am Online via Zoom |
Register Here |
|
May 7, 2026 |
Smart Money Moves Learn how to build a strong financial foundation early. This seminar covers practical strategies for budgeting, saving, investing, managing debt, and planning for major life milestones so you can set yourself up for long-term success.. |
9:00 am Online via Zoom |
Register Here |
|
August 6, 2026 |
Investing Today Build confidence in your financial future. This seminar breaks down the basics of investing - how markets work, key investment types, and strategies to start growing your wealth. Ideal for beginners seeking to make informed, intelligent decisions with their money. |
9:00 am Online via Zoom |
Register Here |
|
November 5, 2026 |
The Roth Advantage This seminar examines the benefits of a Roth IRA during your early career, highlighting tax-free growth, flexible withdrawal options, and strategies to optimize contributions. Learn how to leverage this powerful tool to build long-term wealth and financial security. |
9:00 am Online via Zoom |
Register Here |
Most workshops will be held via Zoom unless otherwise indicated.
Please note that UCSD graduate students and family members of postdocs are also welcome to attend.
Dates and locations are subject to change.