“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!
| Date | Topic | Time & Location | Registration |
|---|---|---|---|
|
February 15, 2024 |
Understanding Taxes Understanding taxes is crucial at any phase of your career. This workshop focuses on how US taxes work and strategies for reducing your taxes, keeping records, and handling unique tax situations. |
9:00 am Online via Zoom |
Register now! |
|
May 16, 2024 |
Smart Money Moves in your Early Career Do you understand what it means to be financially independent and know how you can get there? In this workshop you will learn specific tactics you can implement to set up a solid foundation and get and stay on track financially. |
9:00 am Online via Zoom |
Register now! |
|
August 15, 2024 |
Investing 101 Understanding investments is a key part of a person's financial well-being and long-term financial planning. In this workshop you will learn about investment terminology, performance measurements, risk management, and how to determine the right investments for you! |
9:00 am Online via Zoom |
Register now! |
|
November 7, 2024 |
Roth IRA: Is it Right for me? Tax-free investing can play a big role in your financial picture as you move throughout your career. This class will help you understand what a Roth IRA is, how you can take advantage of it, and why it may make sense to have it as a post-doc or grad student. |
9:00 am Online via Zoom |
Register now! |
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.