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Financial Literacy

piggy banks on green background

2020-2021 Financial Literacy Series

The Graduate College present the annual Financial Literacy Series for graduate students and postdoctoral fellows. The series offers information and advice on personal financial management from a variety of industry experts. It is meant to promote financial wellness for students and postdocs, especially those preparing to graduate and move on to careers in academia or industry.

Sessions will be webcast live and recorded for later viewing via Zoom. Please register in advance to receive the recordings or check back here.

For previous Financial Literacy series sessions, recordings, resources and one-page info guide, visit the series archive!

View Series Archive

Financial Hacks

Beth Manley

Franklin Federal Credit Union

With Beth Manley, SHRM-CP, PHR, CEPF, Adult Financial Education Manager @ Franklin Mint Federal Credit Union (FMFCU)

Wednesday, February 10, 2021
1:00 - 2:00 p.m. EST
Virtual via Zoom

Description: In this webinar, we will explore a variety of tips and tricks to jumpstart your financial wellness in multiple areas. Topics will include:

  • Benchmarking retirement savings at various ages
  • Jumpstarting your savings if they're not where they need to be
  • Saving and spending hacks to supercharge your debt elimination
  • Recommended ratios for budgets and large purchases so you can avoid excessive debt

Presenter Bio: Beth Manley has worked in various areas of finance for over 25 years. Her rolls have included training, retail and wholesale credit, audit, financial sales and branch management. Her career experience and background in education help her to adapt FMFCU's adult financial education to engage each audience and generate a greater understanding of the materials presented. Ms. Manley is a Certified Educator in Personal Finance and hold her SHRM-CP and PHR Certifications. She has been with FMFCU for nearly a decade and has been in her current roll for several years.

View the Recording

Michael Clancy Headshot

The Tax Talk

With Michael Clancy, MBA, CFP, CLU, Director of Financial Planning, College of Medicine
And special guest, Melissa Richman, MS, Executive Director of Online and Graduate Financial Services and Planning

Friday, February 19, 2021
12:00 - 1:00 p.m. EST
Virtual via Zoom

Description: Our most anticipated workshop!Taxes - You can't avoid them so you might as well understand them. This workshop is intended to give you a basic understanding of how federal taxes are calculated as well as how every financial decision you make from choosing employee benefits, home purchases to marriage and investing impacts your taxes. You will also have a better understanding of how taxes interplay with student loan repayments. This session is intended for those students about to enter the workforce as well as alumni well into their careers. Includes information about Form 1098-T for graduate students with qualifying assistantships and fellowships.

Download 2021 Annual Limits Form

Download 2021 Form 1098-T

Download The Tax Talk Presentation

Download Form 1098-T Presentation

View the Recording

Presenter Bio: Michael Clancy is a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) who is the Director of Financial Planning for the College of Medicine. Michael joined the College in 2012 to work directly with all current students and alumni as well as Residents and Fellows at DUCOM's affiliated hospitals. Michael has hosted over a hundred workshops and held over a thousand one-on-one consultations focusing on student loan repayment strategies and personal financial planning issues. As the nations' first financial planner to be embedded within a medical school, Michael is uniquely positioned to focus solely on the personal financial planning needs of early career physicians. Michael served for three years on the AAMC Committee on Student Financial Assistance representing all the allopathic medical schools in the northeast region of the country. Prior to joining Drexel, Mr. Clancy has worked for well over a decade with more than 500 High Net Worth families as their financial advisor at firms as large as Merrill Lynch and The Vanguard Group to smaller RIA practices. Mr. Clancy has his MBA from Temple University and an undergraduate degree with a double major in economics and finance from Villanova University and spent three years on the board of the Philadelphia Tri-State chapter of the Financial Planning Association most recently as the Pro-Bono Chair. Michael lives in Conshohocken Pennsylvania with his wife of over 20 years and their college-age triplets.

Michael Clancy Headshot

Beginner Investing: Employee Benefits, Retirement Planning, etc.

With Michael Clancy, MBA, CFP, CLU, Director of Financial Planning, College of Medicine

Thursday, June 3, 2021
1:00 - 2:00 p.m. EDT
via Zoom

Description: Stocks, bonds, and funds OH MY! Learn the basics of investing, employee benefits and how to start planning for retirement. This session is geared toward graduating students who are headed for the workforce (now or in the future)!

Register Here

Accommodation Requests

If you have a disability and would like to request accommodations, please contact Disability Resources at 215.895.1401 or disability@drexel.edu. We greatly appreciate 72 hours of advance notice for these requests.

More Events

For more professional development workshops, click on the topics in the left-hand menu or visit our Events page for a complete list of events for graduate students and postdocs.