Merage Starts Annual Financial Literacy Program

The Paul Merage School of Business has launched its fourth annual Financial Literacy Summer Residential Program, hosted by the Center for Investment and Wealth Management (CIWM) on Sunday, August 10, 2014. The event is being held for 30 eighth and ninth grade boys. The weeklong program, held on the UCI campus, will run through August 16, 2014.

“The primary purpose of our Financial Literacy program is to provide a foundation of financial knowledge, while creating an enjoyable environment and summer experience for underprivileged students from the surrounding area,” said Lee Anne Maki, associate director for the CIWM. “Our ultimate goal is to endow the Financial Literacy Summer Residential so that we may concentrate on increasing the number of students we can positively affect each year.”

The Merage School’s Financial Literacy program offers students a taste of the college experience by rooming in the dorms on UCI’s campus for an entire week. Students also take part in a vibrant, all-encompassing educational experience that teaches them about financial literacy and how to prepare for success in college and in their future careers.

Included in the 2014 program curriculum is a session on preparing a personal budget, a “Poised for Success” field trip at Men 2 Work and a social etiquette dinner hosted by Payden and Rygel. Students also get the opportunity to visit Taco Bell headquarters and Pacific Investment Management Company’s (PIMCO) trading floor. Afterward, they prepare and give their own “life plan” presentation to a panel of adult, volunteer professional judges.

The week-long residential will culminate in a graduation ceremony to be held Saturday, August 16th and will feature keynote speaker, Thomas A. Parham, PhD, vice chancellor of UCI Student Affairs.

regions: Los Angeles

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