Workshop Request Form - Center for Financial Wellness

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Thank you for your interest in the Center for Financial Wellness! We look forward to hosting a workshop for your organization soon and Go Bears!

To request a financial wellness and literacy workshop, please fill out the information below. If possible, please request your presentation at least 2 weeks prior to your intended presentation date.

If you have any questions or updates regarding your request, please contact financialwellness@berkeley.edu

(Note: Presentations requested to be recorded must use a CFW provided Zoom link)

Email *

Record my email address with my response

Your Name (First and Last) *

Your Organization *

Please let us know what organization or group will be attending the presentation.

UC Berkeley affiliation: *

Student Organization

Student Affairs Offices

UC Berkeley Academic Department

Other (please specify)

Is this request for a virtual or in-person presentation?

Note: We do not provide an in-person space for presentations.

Virtual - Zoom link provided by CFW

In-Person

Location (Note: We do not provide a room to host in-person workshops) *

Virtual Workshops Only

Are you requesting the workshop be recorded?

Yes

Clear selection

Presentation Topic *

Please choose one financial literacy topic you would like the presentation to cover.

Program Overview (15 min): If you only have a short amount of time, we'd love to come in and give you a quick overview of our program, how we got started, and the services we provide.

Creating a Spending Plan (45 min): This workshop will get you thinking about your relationship to money and your current money habits. You will also learn how to balance your income and expenses and ways to reduce costs in order to save money.

Understanding and Building Credit (60 min): Learn about how credit work and how to read the fine print to decide whether or not using a credit card is right for you.

Saving/Banking (60 min): Learn how to set savings goals and about the tools to help you start saving now.

Managing Debt (60 min): Learn about student loans, borrowing tips, and how to manage existing and future debt.

Eating on a Budget (30 min): Learn how to budget for groceries and get tips and resources for grocery shopping and meal prep that will save you money.

Moving out of the Dorms (30 min): Learn the difference in costs between living in the residence halls and living in an apartment. Get tips on finding affordable housing and other ways to save money.

Requested Date of Presentation *

YYYY

Second Option for Date of Presentation (Optional)

YYYY

Requested Time of Presentation *

Time

Second Option for Time of Presentation (Optional)

Time

Please check off the audio visual equipment that will be provided in the room. *

Projector

Laptop

Virtual event

Required

Estimated # of attendees *

Contact Information *

Please provide your email address and phone number where we can contact you with presentation details.

Do you have any additional questions or specific concerns you'd like us to address during the workshop?

A copy of your responses will be emailed to .

Submit

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