The first step of anyone's financial literacy journey is to create a budget. It is simple yet complicated to confront how you spend your money. To gain control of your finances, you need to understand every dollar entering and leaving your financial accounts. We will explore multiple approaches to budgeting and the pros/cons of each. The goal is everyone will leave the webinar with a plan to budget and a free spreadsheet template to get started.
About Alan Chen ('17):
Hello! My name is Alan and I'm an alumnus of Macaulay Honors College at Baruch College. You would think after attending business school, I would know how to manage my personal finances. Unfortunately financial literacy is not a skill taught in schools. I come from a low-income family and have seen firsthand the negative effects of poor money management and not saving early enough for retirement. My goal is to help people retire happily. By day, I write code as a software engineer; by night, I study financial literacy. I am very interested in technology startups. Right now, I'm working on a FinTech startup that I believe will change the world.