Higher Education

Financial Education Seminar

Course Overview

This seminar is designed specifically for students in higher education and can be tailored to meet the needs of colleges, universities, and academic programs. Content is adjusted based on factors such as student age, academic focus, and anticipated career paths. The seminar emphasizes building a strong financial foundation while helping students understand how early financial decisions can impact long-term outcomes, including retirement readiness. In addition to retirement education, the seminar incorporates Finance 101 concepts to ensure students develop practical, real-world financial literacy skills.

What You Will Learn 

During this course, students will gain practical knowledge in key areas, including but not limited to:

Finance 101 fundamentals: budgeting, saving, understanding credit, managing debt, and building healthy financial habits

Retirement savings basics: employer-sponsored retirement plans, individual retirement accounts, contribution strategies, and the power of compound growth

Healthcare benefits: understanding plan options, cost management, and retirement healthcare planning

Social Security: eligibility, timing considerations, and how benefits integrate with retirement income

Long-term planning concepts: goal setting, risk awareness, and the importance of starting early

Each seminar can be customized in collaboration with the institution to meet its specific educational objectives. Customization options may include:

  • Academic program or major-specific financial scenarios

  • Career-stage focus (students preparing for internships, graduating seniors, or graduate students)

  • Time constraints and class scheduling preferences

  • Emphasis on specific financial literacy or career-readiness topics

Purpose

The purpose of this seminar is to provide attendees with the tools and understanding to navigate their state retirement system confidently. This program is educational only—no products or services are sold, and no personalized financial advice is given. 

Who Should Attend

Undergraduate and graduate students seeking to build financial literacy and understand long-term planning concepts

Academic departments, career services offices, and student support programs are interested in offering practical financial education

Instructor Experience

Our instructors bring years of experience educating public-sector employees about retirement systems, benefit coordination, and financial literacy. Each presenter maintains professional designations and is committed to delivering clear, compliant, and engaging education. 

Schedule & Format 

This course is offered both in-person and virtually. Seminars are offered in a 1-day or 2-day format with scheduled breaks and a Q&A session to ensure all participants’ questions are addressed.