Up Next: Personal Finance 101

Join us for our annual personal finance basics webinar on April 7. Regular host and financial advisor Chase Wickenheiser '19 will walk us through foundational financial concepts. He'll cover budgeting, retirement accounts, investing for beginners, and more!

REGISTER FOR THE WEBINAR

Financial literacy events, content, and more 💵

Learn how to make your hard-earned money work for you with our financial literacy for Cornellians collection! No matter where you are in your career journey, personal finance is an important skill. Discover topics ranging from what to do with your very first paycheck all the way through to preparing for and entering retirement with confidence.

💡Do you have an idea for financial literacy content that we haven’t covered? Contact us at alumnicareer@cornell.edu.

🐻 Interested in sharing your expertise with Cornell alumni? Fill out our content creator and speaker interest form.

Financial literacy events by date

  • Chase Wickenheiser ’19 is back and shares new year updates and outlooks covering retirement, taxes, markets, and more! Tune in to learn the latest ways to make your money work for you in 2026.

  • Learn how to support yourself, your family, and make your money last! Chase is joined by special guest Tim Seymour from CNBC’s Fast Money to cover traditional vs. ROTH accounts, optimizing retirement tax savings, and reviewing investment models.

  • For new graduates and those new to the workforce, hear from our regular financial literacy session host, Chase Wickenheiser ’19, on foundational financial wellness strategies. Chase covers budgeting, credit cards, investing, and more!

  • April is Financial Literacy Month! Learn how to make the most of that hard-earned salary with updated personal finance basics including budgeting, saving and benefits, investing, and more.

  • Learn smart strategies for gifting, estate planning, and philanthropy. Our financial professional panelists will help you develop a thoughtful mindset and practical ways to plan for loved ones and support causes you care about.

  • How can you make the most of open enrollment and workplace benefits, no matter where you are in your career? If you’re unsure where to start, what it all means, or how to set your benefits strategy, this webinar is for you! Phil Guerci ’01 and colleague Jonathan Taylor from Northwestern Mutual cover how to make the most of open enrollment, including beneficiary designations, employer-subsidized benefits, and traditional vs. ROTH 401(k)s.

  • Starting your first job or grad school? Working in the early stages of your career? Starting your own business? Tune in to learn how to set yourself up to meet current and future money goals. Chase and our panel of recent grads share financial literacy basics and tips on what they wish they knew early on, including budgeting, navigating workplace benefits, planning for the short and long term, and more.

  • In this session, special guest and financial advisor Phil Guerci ’01 reviews key retirement planning concepts to help you start goal setting. Learn the importance of planning, navigate risk tolerance strategies, and review tax implications.

  • In this session, get a crash course on investing. Topics include leveraging mid-term savings accounts, how to choose an investment, and understanding retirement accounts.

  • In this program, get an in-depth view on budgeting. Topics include creative budgeting strategies, optimizing credit cards, FSA/HAS spending accounts, teaching kids to budget, rental properties, and using business write-offs.

  • In your mid-career-with-kids era? Thinking about how to optimize that hard-earned salary amid the day-to-day? Join us for a family-oriented financial planning seminar and discover key strategies to help manage household expenses, meet your goals, and take care of your family’s future.

  • So, you’ve landed your first (or second, or third!) job and gotten a paycheck. Learn what to do with your money in this fun and informative session covering budgets, investing, credit cards, and more.

Thanks to...

  • Chase Wickenheiser CFP®, ChFC®, A&S '19 & Football Alum is a Cornell volunteer who's presented dozens of financial fundamentals talks for the Cornell community since 2023. He's the regular host of our financial literacy webinars and a 2025 recipient of the Robert S. Harrison ’76 Recent Alumni Achievement Award. Professionally, Chase partners with clients to organize, advance, and motivate their financial goals. Thanks to Chase for sharing his expertise!