Prepping for the New Financial Literacy Requirement
Earn continuing education credits at a FREE one-day Financial Literacy Seminar on Friday, Aug. 4, on UCF Main Campus! UCF Finance professors will cover the key financial literacy and money management concepts high school teachers will need to teach under the new state law*. Breakfast and lunch will be included.
*Dorothy L. Hukill Literacy Act
WHO SHOULD ATTEND
Florida high school teachers who may be required to teach the new Financial Literacy course all high school students must take to graduate under the Dorothy L. Hukill Literacy Act.
KEY TAKEAWAYS
After attending this one-day seminar you will:
- Earn Continuing Education (CE) credits
- Be better prepared to teach about:
- Basic principles of money management
- Personal insurance policies
- Federal income & local taxes assessments
- Savings & investments
- State & federal finance laws
SEMINAR DATE & TIME
Friday, Aug. 4
7:30 a.m. – 4:45 p.m.
LOCATION
UCF Main Campus
Collaboration 2 at UCF College of Business
BA-1, Room 239
12744 Pegasus Dr.
Orlando, FL 32816
QUESTIONS?
Email Jasmin Folks at jasmin.folks@ucf.edu
AGENDA
TOPICS
Session 1: What Every Student Needs to Know About Money (8:30-9:45 a.m.)
Presented by Paul Gregg, Finance Executive in Residence
Savings, time value of money, salaries & benefits, budgets, interest rates and investment overview.
Session 2: Banking, Consumer Credit & Loans (10-11:45 a.m.)
Presented by Denise Saunders, Adjunct, Finance
Types of bank accounts, FDIC, insurance, bank reconciliation, debit vs. credit cards, credit scores, loan applications, consumer protection laws and managing debt.
Session 3: Taxes (12:30-1:45 p.m.)
Presented by Paul Gregg, Finance Executive in Residence
Federal income taxes, other taxes, tax deferred savings and inheritances.
Session 4: Understanding Stocks & Bonds (2:45-3:15 p.m.)
Presented by Yan Lu, Associate Professor of Finance
Overview to equity and fixed income securities and markets.
Session 5: Understanding Mutual Funds & Retirement (3:30-4:45 p.m.)
Presented by Kevin Mullally, Assistant Professor of Finance
Overview of mutual funds offered in retirement plans and calculating how much money you need to retire.
Included with Complimentary Registration
Registration includes a full day of interactive sessions, CPEs, breakfast, lunch, refreshment breaks and parking. RSVP required. Space is limited.