Columbia University’s Graduate School of Arts & Sciences (GSAS) wanted to partner with an experienced and unbiased educator to develop a holistic workshop series that would help Masters’ and PhD students manage their personal finances. Additionally, GSAS wanted to provide foundational knowledge to help address unique tax nuances of graduate students, including how to account for stipends and fellowships; however, the university was constrained in its ability to offer individual tax advice to its students.
Shahar partnered with the GSAS to create a customized financial wellness program that addressed the unique circumstances of Master’s and Ph.D. students.
Implementing A Winning Financial Plan
Investing For The Future: How To Grow Your Wealth
Preparing Your Tax During And After Graduate School
Workplace Benefits: Setting Yourself Up For Day 1 Success
The dynamic sessions included video clips and case studies to help graduate students develop healthy financial habits:
Techniques to manage lump sum stipends/payments
Frameworks for how to manage student debt
Strategies to develop and maintain good credit
Guidance on how to file tax returns as a graduate student
Advice on how to invest successfully for the future
Shahar has been invited back every year since 2015 to deliver the Personal Finance Workshop series and set Columbia Graduate Students on the path to financial success
Shahar's workshops have been extremely well-received both by students and the Columbia administration. He was asked to return for an expanded program in the 2018-2019 academic year.
recommend to a friend score
SPEAKER EFFECTIVENESS SCORE
from masters' students
"Great workshop that answered a lot of my questions and directed me towards really good information. Eager to attend future sessions."
"I had an initial concern that I'd find it boring after 2 hours because I'm not a finance person (or difficult to understand because I have zero background in this), but I was SO wrong. Thank you for making it enjoyable and easy to understand for a noob like me!"
"Fantastic! A much needed addition to help grad students navigate financial situation."
"This is excellent and I would highly recommend it. I am normally very scared of financial planning and this made it accessible."
from ph.d. students
"This was super helpful! I knew very little of this and it was great to learn"
"Was both a nice description of the basics and contained helpful info for me even as someone who already budgets, saves for retirement, and is thinking long-term"
"Loved it. Good pace, approachable, and realistic. Feels doable"
"Fantastic workshop and Shahar was very flexible about accommodating to our needs and interests"