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Indian River State College Offers Free Online Financial Literacy Seminar September 20-21

Indian River State College Offers Free Online Financial Literacy Seminar September 20-21

September 5, 2023 Jon Pine

FORT PIERCE—The Indian River State College (IRSC) Center for Financial Literacy is offering a free Financial Literacy Seminar via the Zoom online meeting platform on Sept. 20-21, 2023.

2023 Financial Literacy Seminar

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The lecture series will take place from 5:45 p.m. to 8:00 p.m. Speakers will cover topics related to investing, overseas investing, budgeting, banking, insurance, and more.

Last spring’s Financial Literacy Seminar drew more than 300 participants over the two-day event. To register for the seminar, visit https://irsc.edu/financial-aid/center-for-financial-literacy.html. A Zoom link will be emailed to you after you register. A certificate of attendance will be issued to those who attend both days.

The seminar schedule is as follows:

Wednesday, Sept. 20 — Investing 101

5:45 p.m. - Registration

6:00 p.m. - Welcome by Dr. Heather Belmont, Ph.D., Provost, Vice President of Academic Affairs and CAO, Indian River State College

6:05 p.m. - Introduction of Speakers by Maria S. Davis, D.B.A., Professor, Indian River State College

6:10 p.m. - "Budgeting: Why Is It important?" by Laura Kauffman, Associate Professor, Indian River State College

6:25 p.m. - "Stock Market: Opportunities, Challenges and Outlook" by Michelle A. Davis, CPM, Vice President, Morgan Stanley Wealth Management

6:45 p.m. - "Overseas Investing: Portugal" by Marites C. Poblete, Owner, Premier Properties, Inc.

7:00 p.m. - Question and Answer Session

8:00 p.m - Closing Remarks by Maria S. Davis, D.B.A.

Thursday, Sept. 21 — Financial Literacy: Back to Basics

5:45 p.m. - Registration

6:00 p.m. - Welcome by Scott Stein, Psy.D., Dean of Liberal Arts, CAO, Indian River State College

6:05 p.m. - Introduction of Speakers by Maria S. Davis, D.B.A.

6:15 p.m. - "Banking for Your Lifestyle" by W. Lonnie Blake,Vice President and Store Manager, T.D. Bank, Vero Beach

  • Why should I have a bank account?
  • What is the difference between credit cards, debit cards and pre-paid cards?
  • What are the types of bank accounts and loans?
  • How safe is my money in a bank?

6:30 p.m. - "Credit Score: Everything You Need to Know" by Larisa P. Ray, Ph.D., Master Instructor, Indian River State College

6:45 p.m. - "Insurance: Why Do I Need Insurance?" by Joseph A. Semprevivo,Master Instructor, Indian River State College

  • Why do I need insurance?
  • What types of insurance do I need?
  • What is happening to homeowner’s insurance in Florida?

7:00 p.m. - Question and Answer Session

8:00 p.m. - Closing Remarks by Maria S. Davis, D.B.A.

For more information contact Maria S. Davis at medavis@irsc.edu or by calling 772-226-2557.

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