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ELLIE ROSENFIELD PERSONAL FINANCE STUDENT CLUB KICK-OFF MEETING 9/15/2011 AGENDA Goals of club Timelines Officers Collaboration with other clubs Conferences Topics Speakers Meetings Website Faculty -student Coffee Chat Materials for members GOALS Student-driven Topics - decided by you Meeting agenda/times – decided by you Website – decided by you Speakers – decided by you Role of Mike Kane/Dan Millikin Facilitators TIMELINES May 2010: NTID Innovation Festival Dec 2010: Ellie Rosenfield Personal Finance Student Club grant proposal accepted April 2011: Final budget approval May 2011: Orientation meetings Sept 2011 and onwards: Monthly meetings OFFICERS Available positions: President Vice-President Treasurer Secretary Any others (i.e., media, events, website)? Bylaws COLLABORATION WITH OTHER CLUBS NTID Business Club Since September 2009 Past Presidents (Nathany Mendez and Bryan Ward) Current President - Ashleen Evans RIT Financial Management Association Club Run by Saunders College of Business (SCOB) Website: http://clubs.scb.rit.edu/fma/ CONFERENCES National Economic Council Oct 3-4, 2011 Arlington, VA Jump$tart Coalition: National Educator Conference Nov 4-5, 2011 Washington, DC TOPICS I • How do I plan my budget? •What can I buy with my paycheck? • What do I need to do to reduce my taxes? •How much do I need to save for retirement? • How many credit cards do I need to have? TOPICS II • Should I buy a car or lease a car? •Should I rent an apartment or buy a house? • Is life – medical – car – disability – property insurance necessary? • Want to invest in stocks – mutual funds – bonds – real estate? •Want to retire at age 45? TOPICS III • What is the difference between needs and wants? • How much will I earn for my annual salary/earnings with my degree and job? Should I establish personal financial goals? • Which bank should I join? •What is the difference between a credit card and a debit card? SURVEY – APPLEFEST (9/9/11) TOP 3 SELECTED “MOST IMPORTANT TOPICS” How do I plan my budget? How much will I earn for my annual salary/earnings with my degree and job? Should I buy or lease a car? SPEAKERS National – Experts in specialized areas Local Alumni in financial field NTID faculty/staff Experts MEETINGS Frequency: Once a month versus twice a month? When? Thursday nights? Friday activities hours? Weekends? Website announcements Agenda Hospitality Items Location WEBSITE Released soon within two weeks Being developed by NTID Educational Design Resources (EDR) department Administrators: Kane/Millikin + 1 student Address: www.ntid.rit.edu/personalfinance\ Staging Address: http://wwwstaging.rit.edu/ntid/personalfinance NTID FACULT Y-STUDENT COFFEE CHAT September 23, 2011 1:00-2:00 PM Ellie’s Place at SDC Topic: credit cards and budgeting MATERIALS FOR MEMBERS Stimulated investment scenarios Lesson plans Textbook Laptop for club