Money Matters: Financial Literacy Summit

Join us for a full day of learning, connection, and practical financial education at the Money Matters: Financial Literacy Summit. This interactive event will feature a keynote presentation and multiple breakout sessions led by financial professionals covering topics such as credit, homeownership, retirement planning, investing, and more. Whether you're just getting started or looking to strengthen your financial knowledge, this summit offers valuable tools and real-world insights to help you make informed financial decisions. Opportunities for one-on-one meetings with presenters will be available throughout the day. 

Can't attend the full day? Students, faculty and staff are welcome to drop by a session or two as they're able.

Breakfast and lunch will be provided.

AGENDA:
8:00 am - 10:00 am: Registration & Check-In
8:30 am - 10:00 am: Breakfast
9:00 am - 9:30 am: Keynote Speaker - National Endowment for Financial Education (NEFE)
10:00 am - 10:45 am: Breakout Sessions

• NEFE: The Financial Ecosystem
• Edward Jones: Rules of the Road: Investing Principles

11:00 am - 11:45 am: Breakout Sessions

• Dr. Dennis Baskin: Understanding FICO Credit Scores
• BMO Harris: Banking Basics for Everyday Financial Success

12:00 pm - 1:00 pm: Lunch - Network & Connect
1:00 pm - 1:45 pm: Breakout Sessions

• Edward Jones: The Four Pillars of the New Retirement
• HUB International: Protecting What Matters: Insurance & Risk Management

2:00 pm - 2:45 pm: Breakout Sessions

• BMO Harris: Smart Strategies for Managing Debt
• Rate: Mortgages and the 10 Wealth Disciplines

3:00 pm - 3:45 pm: Breakout Sessions

• Office of Student Financial Aid (OSFA): Paying for College: Student Loans & Scholarshipss
• iGrad: Financial Wellness at Your Fingertips