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Getting Ahead in the Workplace

Getting Ahead in the Workplace is a 16-session curriculum for UAB employees underway for fall 2019. The class is on Tuesday and Thursday evenings. Employees must meet several guidelines that include income and housing demographics to attend the class. The course aims to help working class individuals build their financial resources in the areas of budgeting, investments and more. Dinner, parking and a stipend is provided. Contact us today for more information on future sessions at This email address is being protected from spambots. You need JavaScript enabled to view it..

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Lunch & Learn Series

The Lunch and Learn series will focus on a variety of financial topics geared to help attendees with their personal finances. Classes take place on the first Thursday of each month. Reservations are required and can be found on Lunch is provided for the first 20 participants in attendance. Email This email address is being protected from spambots. You need JavaScript enabled to view it. for more information.

Topics Include:

  • October - Building Your Financial Confidence/Empowering Yourself Financially
  • November - Managing Your Money
  • December - Maximizing Your Personal Wealth


Financial Peer Coaching

Contact This email address is being protected from spambots. You need JavaScript enabled to view it. to schedule a time with a financial peer coach.


Retirement Planning Today

The course focuses on ways to save for retirement as well as the advantages and disadvantages. The target group for course is retirement planners aged 50 to 70. Topics and resources are presented that include how to save money on taxes, manage investment risks and protect your assets from potential long - term health care expense. Retirement Planning Today will prepare participants to assess their financial status and develop a personal plan to achieve retirement goals.

  • September 26 and October 03
  • October 01 and October 08

Wealthy Weekends

Enjoy educational workshops and an opportunity to complete taxes free of charge with a tax professional as well as one financial counseling session. You will be able to sign up for $10 per session or pay $40 in advance for all.

Start planning ahead with these 2020 dates:

  • January 11th
  • February 1st
  • March 7th
  • April 4th
  • May 2nd

Academic Symposium

This program is an intimate setting of researchers interested in financial education. It will include doctoral students who present their work in progress, in two sessions. The goal of the symposium is to provide financial education and planning researchers the opportunity to present their work and potentially discuss related topics of the area.

April 17, 2020


Budget Challenge

Put your financial prowess to the test! This is a 10-week simulation bridging the gap between theory and reality! This challenge takes learning to the next level by allowing students to apply what they have learned in a competitive environment. They will practice important financial skills such as:

  • Create an emergency fund
  • Pay bills on time
  • Pay off credit cards
  • Protect credit health
  • Save for retirement
  • Pay down student loan debt

Money Math Camp

A 4-day (Monday – Thursday) summer math camp, that focuses on financial education and math enrichment hosted at the University of Alabama at Birmingham. A creative curriculum to sharpen math skills through games, competition and team presentations.

For rising 7th and 8th graders

Summer 2020