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Learn about taxes, insurance, investing at Finance Matters workshops

By Leslie King | Emory Report | Feb. 6, 2013

Get literate about your personal finances with Finance Matters, a series of workshops from the Emory WorkLife Resource Center.

The spring 2013 workshop offerings for the personal financial education program starts Friday, Feb. 8, with "Essentials of Personal Income Tax."    

"The spring workshops are a continuation of the work for more literacy in personal finance," says Aaronnette Jackson of the WorkLife Resource Center.  

The Feb. 8 workshop will provide information on general tax preparation and planning and an overview of the basics of federal taxation. CPA Barry H. Franklin of the Foundation for Personal Financial Education will discuss what you need to know about recent tax law changes and how these changes affect you.

On Feb. 15, "Get Fiscally Fit with Your Insurance" will answer questions on how much insurance you need and how to protect against a random event that can deal a devastating financial blow to your finances. Mark Stevens with Emory retirement plan vendor TIAA-CREF will facilitate.

On Feb. 22, "Financial Road Map to Investing" will be led by Salvatoria Bria with Emory retirement vendor Fidelity Investments. Bria will discuss the essentials of investment and review five habits of successful investing.

All sessions are held Fridays at noon in the Harland Cinema in the Dobbs University Center.   

Finance Matters workshops are free to Emory University faculty, staff, graduate students, and their dependents. For planning purposes, registration is required.