Transcript ELLIE ROSENFIELD PERSONAL FINANCE STUDENT CLUB

ELLIE ROSENFIELD
PERSONAL FINANCE
STUDENT CLUB
KICK-OFF
MEETING
9/15/2011
AGENDA
 Goals of club
 Timelines
 Officers
 Collaboration with other clubs
 Conferences
 Topics
 Speakers
 Meetings
 Website
 Faculty -student Coffee Chat
 Materials for members
GOALS
Student-driven
Topics - decided by you
Meeting agenda/times – decided by you
Website – decided by you
Speakers – decided by you
Role of Mike Kane/Dan Millikin Facilitators
TIMELINES
May 2010: NTID Innovation Festival
Dec 2010: Ellie Rosenfield Personal
Finance Student Club grant proposal
accepted
April 2011: Final budget approval
May 2011: Orientation meetings
Sept 2011 and onwards: Monthly
meetings
OFFICERS
Available positions:
President
Vice-President
Treasurer
Secretary
Any others (i.e., media, events, website)?
Bylaws
COLLABORATION WITH OTHER CLUBS
NTID Business Club
Since September 2009
Past Presidents (Nathany Mendez and Bryan
Ward)
Current President - Ashleen Evans
RIT Financial Management Association Club
Run by Saunders College of Business (SCOB)
Website: http://clubs.scb.rit.edu/fma/
CONFERENCES
National Economic Council
Oct 3-4, 2011
Arlington, VA
Jump$tart Coalition: National Educator
Conference
Nov 4-5, 2011
Washington, DC
TOPICS I
• How do I plan my budget?
•What can I buy with my paycheck?
• What do I need to do to reduce my
taxes?
•How much do I need to save for
retirement?
• How many credit cards do I need to
have?
TOPICS II
• Should I buy a car or lease a car?
•Should I rent an apartment or buy a
house?
• Is life – medical – car – disability –
property insurance necessary?
• Want to invest in stocks – mutual funds
– bonds – real estate?
•Want to retire at age 45?
TOPICS III
• What is the difference between needs
and wants?
• How much will I earn for my annual
salary/earnings with my degree and job?
Should I establish personal financial
goals?
• Which bank should I join?
•What is the difference between a credit
card and a debit card?
SURVEY – APPLEFEST (9/9/11)
TOP 3 SELECTED “MOST IMPORTANT
TOPICS”
How do I plan my budget?
How much will I earn for my annual
salary/earnings with my degree and job?
Should I buy or lease a car?
SPEAKERS
National – Experts in specialized areas
Local
Alumni in financial field
NTID faculty/staff
Experts
MEETINGS
Frequency: Once a month versus twice a
month?
When? Thursday nights? Friday
activities hours? Weekends?
Website announcements
Agenda
Hospitality Items
Location
WEBSITE
Released soon within two weeks
Being developed by NTID Educational
Design Resources (EDR) department
Administrators: Kane/Millikin + 1
student
Address:
www.ntid.rit.edu/personalfinance\
Staging Address: http://wwwstaging.rit.edu/ntid/personalfinance
NTID FACULT Y-STUDENT COFFEE CHAT
September 23, 2011
1:00-2:00 PM
Ellie’s Place at SDC
Topic: credit cards and budgeting
MATERIALS FOR MEMBERS
Stimulated investment scenarios
Lesson plans
Textbook
Laptop for club