Session 4: Federal Student Loan Options and Managing Debt - Postdoc Financial Literacy Series

Date: 
April 10, 2024
Time: 
4:00 - 5:15 p.m. (Pacific)
Place: 
Zoom

The Postdoc financial literacy series will provide financial education for managing the economic life of postdocs and graduate students by providing tools and information to help them develop financial management decision making skills and build positive consumer behaviors. These new skills will help to mitigate financial stress from lack of money management and lack of access to programs and financial institutions that might be helpful in saving and managing money.


Postdocs and graduate students of all backgrounds, cultures, races, ethnicities, genders, and sexual orientations will be included and empowered with insight and information about borrowing programs they may qualify for that will eliminate or reduce educational debt burdens. They will be taught positive consumer practices, such as use of credit cards, bill paying, and debt management which they can rely on to set themselves on a path for long-term financial success after completing their education and research training.

The course will also cover how to build favorable credit, and the importance of building strong credit scores related to borrowing and other aspects of economic wellbeing.

  • Course meetings will include six (6) lectures, with two (2) live lectures and four (4) sessions delivered by Zoom, all with interactive components.

Lecture Topics Schedule

Session 1: Financial Health and Emotional Health - the Link
Wednesday, March 6, 1:00 - 2:15 p.m. - Mission Bay, Mission Hall 1400
Jeanne Stanford, PhD, UCSF Mental Health Services, Director
John Brown, PsyD., UCSF Clinical Psychologist, Faculty Staff Assistance Program

Session 2: US Banking (Credit unions, banking tools and access for US and International Trainees)
Wednesday, March 13, 1:30 - 2:45 p.m. - Mission Bay, Mission Hall 1400
Mariana Ronchita, Branch Manager, Golden1 Credit Union
Barbara Quan, Manager, Financial Education, Golden1 Credit Union

Session 3: Income/Expense Management and Spending and Saving
Wednesday, March 27, 4:00 - 5:15 p.m. - Zoom
Jeffrey Hanson, PhD, Educational Consultant, Jeffrey Hanson Education Services

Session 4: Federal Student Loan Options and Managing Debt
Wednesday, April 10, 4:00 - 5:15 p.m. - Zoom
Jeffrey Hanson, PhD, Educational Consultant, Jeffrey Hanson Education Services

Session 5: Building Credit History and Credit Scores
Wednesday, April 17, 4:00 - 5:15 p.m. - Zoom
Jeffrey Hanson, PhD, Educational Consultant, Jeffrey Hanson Education Services

Session 6: Planning for Family and Future - Retirement
Wednesday, April 24, 4:00 - 5:15 p.m. - Zoom
Jeffrey Hanson, PhD, Educational Consultant, Jeffrey Hanson Education Services

Participants are encouraged to attend all sessions in the series. However, if you need to miss a session or two you are still welcome to join the series and attend as many sessions as you can.


UCSF is committed to making its facilities, activities and events accessible. To request accommodations for this event, please contact Chequeta Allen ([email protected]) at the Office for Postdoctoral Scholars at least one week before the event.