The Office of Alumni Relations, The Dartmouth Class of 1972, and members of the Dartmouth Community would like to offer some tips, tricks, and advice that you may not pick up in class. You may know how to balance your checkbook and stash money in your savings account, but that is just the beginning. The 2017 Mastering Money Skills session is open to all students and young alumni interested in learning more about how to manage their finances.
Date: Tuesday, May 16, 2017
Time: 7:30 - 8:30 p.m.
Location: Room 041, Haldeman Center
The purpose of this presentation is to offer a framework for financial decision-making. This spreadsheet enables a user to enter income and various expenses to arrive at an estimate of a monthly budget. The user soon understands that there are both before and after tax income, and that there are fixed and variable costs in a monthly budget. The spreadsheet calculates a "bottom line," which enables the user to make informed decisions.
We will also address a variety of definitions and considerations when analyzing job offers. We will briefly discuss saving, investments, stocks, tax deferred saving alternatives, bonds, mutual funds, insurance, and taxes. These topics will be covered briefly and at a high level.
The presentation will leave about 20 minutes for Q&A.
Presenter: John de Regt '72
John de Regt '72 is committed to helping young people gain financial literacy, and with his classmates has been offering financial literacy lectures at Dartmouth since 2012.
As founder and Principal of JDR Consulting, de Regt coaches senior executives to improve their business outcomes. His engagements are most often focused on helping people develop and maintain more effective professional relationships, which results in higher levels of performance for the organizations they lead. He has been an executive coach for seven years and earlier was an executive search consultant for twenty-five years, as partner and Aerospace Practice Leader in three of the top global search firms. de Regt studied economics at Dartmouth, which he attended with a full Naval ROTC scholarship. Upon graduation, he served as an officer in the US Navy for six years, including combat service during the Vietnam conflict, after which he worked in the maritime shipping industry before moving to executive search.