Presentation Request

  • Presentation requests can be made by faculty, staff, and student organizations.
  • The MoneySmart Lakers Team offers presentations that range from 30-50 minutes.
  • Presentation requests should be made at least one week prior to the scheduled event.
  • Presentation topics and content are listed below.
  • Each topic is a stand alone presentation.
  • We will do our best to confirm presentation requests outside of regular business hours, but it is not a guarantee.  

Presentation Topics

  • Spending Plans: Budgeting 
    • Interactive presentation to demonstrate the difference between wants and needs, tracking your expenses, and creating your spending plans
  • Exit Counseling
    • Understanding repayment plans, type of loans, and loan servicers
  • Credit Score and Report
    • Illustrates the importance of establishing the right type of credit and understanding the importance of checking your credit report often 
  • Wealth Building; Investing
    • Navigating the world of investments and understanding the benefit of time when thinking of when to start
  • Understanding Financial Aid
    • Understanding the different types of financial aid and understanding the impact between balanced and excess financial aid
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Page last modified December 10, 2024