Student Affairs - Fostering Student Learning and Success

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Financial Literacy

The Office of the Dean of Students sponsors and coordinates the UNC Financial Literacy Consortium. This partnership between the UNC Financial Literacy Initiative, Coastal Federal Credit Union, Franklin Street Partners, and the Davis Library aims to help students develop knowledge and practices for a financially successful future. Workshops on a variety of financial wellness topics will be available throughout the semester for students to learn more. Refreshments and/or a meal is served during each workshop.

Print a list of Upcoming Workshops

Request a Workshop: Faculty and student leaders can request a presentation for their class or student group and presenters will provide information on the topic of your choice.

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Upcoming Workshops and Registration

 

Ballin’ on a Budget    

February 1, 2017 at 7:15 pm in Horton Hall (1st floor lounge)

This interactive workshop is designed to help students learn tips and tricks for managing their funds for the semester. Students will create a budget, learn about tracking spending through apps, and additional essential personal finance tools for ballin’ on a budget. Dinner will be provided. 

Please register for this workshop through Student Life at http://tinyurl.com/ballinbudget1

 

Whipping Your Credit Into Shape

February 16, 2017 at 7:00 pm in the Kenan Residence Hall 

The credit repair program description should include something about repairing your credit after making mistakes. Dinner will be provided. 

Please register for this workshop through Student Life at http://tinyurl.com/creditmythsrepair

 

Homeownership 

February 22, 2017 at 5:30 pm in the FPG Student Union Room 3409

Interested in purchasing a home? This workshop prepares you to make the right decisions when making your purchase and offers basic information and tips for preparing to purchase a home. Dinner will be provided. 

Please register for this workshop through Student Life at http://tinyurl.com/hjhjd9p

 

Ballin’ on a Budget    

February 27, 2017 at 6:30 pm in the Orange Room of Hinton James Residence Hall

This interactive workshop is designed to help students learn tips and tricks for managing their funds for the semester. Students will create a budget, learn about tracking spending through apps, and additional essential personal finance tools for ballin’ on a budget. Snacks will be provided. 

Please register for this workshop through Student Life at http://tinyurl.com/bob2-27-17

 

Tax Basics 

February 28, 2017 at 4:00 pm in the Graduate Student Center

In collaboration with Volunteer Income Tax Assistance (VITA), this workshop will cover basic tax forms and principals, prepare you to do your own taxes, and offer a Q&A session for your specific tax questions. Food will be provided. 

Please register for this workshop through Student Life at http://tinyurl.com/basictax

 

Ballin’ on a Budget    

March 1 2017, 6:30 PM to 7:30 PM in 420 Hamilton Hall

This interactive workshop is designed to help students learn tips and tricks for managing their funds for the semester. Students will create a budget, learn about tracking spending through apps, and additional essential personal finance tools for ballin’ on a budget. Snacks will be provided. 

Please register for this workshop through Student Life at http://tinyurl.com/bob3-1-17

 

Swiper, No Swiping: Debunking Credit Myths

March 2, 2017 at 12:00 pm in the FPG Student Union Room 3406AB

Myth or Fact? Checking my credit report will lower my credit score. The more money I make the higher my credit score will be. Bad credit stays with you forever. If I never get a credit card my credit score will always stay high. Do know you know which of these are myths vs facts? Learn the answers, and so much more, during this fun and interactive workshop! Lunch will be provided. 

Please register for this workshop through Student Life at http://tinyurl.com/swiperno

 

Ballin’ on a Budget (Girl Talk)    

March 3, 2017 at 12:30 pm in the FPG Student Union Room 2422 

This interactive workshop is designed to help students learn tips and tricks for managing their funds for the semester. Students will create a budget, learn about tracking spending through apps, and additional essential personal finance tools for ballin’ on a budget. Snacks will be provided. 

Please register for this workshop through Student Life at http://tinyurl.com/bobgirltalk

 

Ballin’ on a Budget  2.0: Ways to Save  

March 22, 2017 at 7:00 pm in Carmichael Hall

Are you a financially responsible person interested in learning specific ways to save? This interactive workshop is designed to share shopping tips and apps to assist you in saving on groceries, clothing, etc. Dinner will be provided.

Please register for this workshop through Student Life at http://tinyurl.com/ballin2-0

 

Negotiating to the Max 

April 5, 2017 at 6:30 pm in FPG Union Room 3206B

Learn how to negotiate a job offer, a raise, and/or a promotion. Dinner will be provided.

Please register for this workshop through Student Life at http://tinyurl.com/hrt5ssh 

 

Life After UNC

April 12, 2017 at 7:00 pm in the FPG Union Room 3206B

This workshop covers the basics of:

  • Budgeting after college
  • Cost of Living
  • Understanding Benefits
  • Banks vs. Credit Union

Food will be provided.

Please register for this workshop through Student Life at http://tinyurl.com/lifeafterunc

 

Investments and Retirement 

April 17, 2017 at 6:30 pm in the Dey Hall - Toy Lounge 

This interactive workshop is great for those interested in building their knowledge of investments and setting themselves up for success after retirement. Learn about the basics of investing, types of retirement plans, and overall tips for success in securing your financial future! Food will be provided. 

Please register for this workshop through Student Life at http://tinyurl.com/investandretire

 

For more information about the financial literacy consortium, event, workshops, or general information please contact Dawna Jones, Student Assistance Coordinator, at dawnaj@email.unc.edu

 

VC 55+ VITA Free Income Tax Assistance

VITA is an Orange County Volunteer Connect 55+ (VC 55+) volunteer program that provides FREE federal and state income tax preparation to eligible individuals with low-to-middle income, regardless of age or county of residence.

For more information, visit the Orange County Tax Assistance website