Denison Edge: Financial Planning for Beginners

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This Workshop is Session 1 of a 4-part Financial Wellness Series in partnership with the Wellness Center. Each workshop is stand-alone.

Session 2: Budgeting Bootcamp: https://denison.joinhandshake.com/events/1640479/share_preview
Session 3: Investments & Retirement: https://denison.joinhandshake.com/events/1640495/share_preview
Session 4: New Hire Paperwork: https://denison.joinhandshake.com/events/1640541/share_preview

Financial Wellness Series

Oh, the places you will go...whether you are a rising sophomore, a curious (aka baffled) by-stander in the world of accounting and finance, or about to launch your life post-Denison...you have a LOT of decisions to make regarding your short- and long-term life choices, personal financial literacy, and hitting the ground running as an independent, super capable, and strategic player in your financial health destiny. These highly value added and relevant workshops will provide you with pragmatic, relevant, and enlightening information as you tackle achieving your career and financial health dreams.


Workshop: Financial Planning for Beginners

If you’re looking to take control and get comfortable with your finances, this workshop is a great first step. Learn how to make financial decisions by reflecting on your personal values and how they can influence your financial outcomes. At the end of this workshop, you will be able to:

Analyze the foundations of personal finance
Evaluate the factors that impact your financial success
Recognize the keys to obtain financial success
What you’ll take away:

Summary of goals worksheet
Personal values assessment
Foundational introduction to time value of money
“Bank On It” financial literacy game


This program is led by Louann Cummings, Emeritus Professor at the University of Findlay ​and former Fulbright Scholar and Specialist. She received her BA in economics from Denison University, an MBA from the University of Toledo, and a Doctor of Business Administration from Case Western Reserve University and is a licensed CPA. She also worked for Root Learning, Inc. developing learning map technologies for companies such as Harley-Davidson, ATT Wireless, Motorola, UPS, and Whirlpool. Her passion is helping students and colleagues, regardless of their course of study, become exceptional global leaders who truly make a difference.

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Co-hosted with: Hoaglin Wellness Center

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