Get expert tips on creating a budget, saving money, and planning for your financial future
Are you ready to take control of your financial future but are unsure where to start? Walk through the essential steps to set yourself up for financial success with Richard Amaechi, a Financial Consultant at Fidelity Investments, a Certified Financial Planner, a graduate of San Diego State University, and a Wave-Maker alum from our Making Waves college and career success program.
Designed for college students, this webinar will help you start or refine your financial strategy to make confident money decisions.
Key take-aways
- The importance of financial planning and short-and long-term goal-setting
- How to assess your current financial situation
- Mastering budgeting basics
- How to think about your future financial goals
- Q&A with questions and answers around starting salaries, retirement planning, credit cards, emergency savings, tracking expenses, and more
Webinar recording
Meet the facilitators
Panelists
Richard Amaechi
Richard Amaechi (he/him) was born and raised in San Francisco, CA, and graduated from San Diego State University with a bachelor’s degree in international business Japanese. Currently, Richard is employed at Fidelity Investments in Palo Alto as a financial consultant. He is also a CFP® practitioner.
Moderators
Leti Perez
Leticia Perez (she/her) was born and raised in Lindsay, CA and graduated from UC Davis with a bachelor’s degree in sociology with an emphasis in social services. Leticia works as a financial services coordinator with Making Waves Educational Foundation.
Thalia Rodriguez
Thalia Rodriguez (she/her) was born and raised in Oakland, CA and graduated from UC Santa Cruz with a bachelor’s in political science. Thalia works as a financial services coordinator with Making Waves Educational Foundation.
Additional resources
This Making Waves worksheet contains four steps to start your financial planning journey – including setting financial goals, tracking expenses, creating a budget, and starting an emergency fund. The worksheet also contains a resource guide and set of questions for meeting with a Certified Financial Planner, or CFP.
Making Waves financial planning guide
