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Financial Literacy Expert - Dr. Brian Bolton

Dr. Brian Bolton is currently Professor of Finance and the Dwight W. Andrus, Jr. / BORSF Eminent Scholar Endowed Chair in Finance in the Moody College of Business Administration at the University of Louisiana at Lafayette.  

Brian joined UL Lafayette in 2019. Prior to that, Brian spent the first half of his life growing up and working in Dallas, Texas and has spent the second half of his life teaching at universities in Switzerland, Oregon, New Hampshire and Colorado. Brian teaches courses in many different areas of finance and business, including Personal Finance, Wealth Management, Investing, Financial Markets & Institutions, Sustainable Development, International Business and Entrepreneurial Finance.  

 

Financial Literacy Summer Schedule

 

Money Matters

  • Adults Returning to Finish a Degree: Financial & Other Concerns  (Student Focus)
    Tuesday, June 6, 2023 – 3 p.m.
    Register
  • Financial Planning for Graduate Students  (Student Focus)  
    Wednesday, June 7, 2023 – 3 p.m.
    Register
  • Financial & Tax Planning for International Students (Student Focus)  
    Thursday, June 8, 2023 – 3 p.m.
    Register
  • The Financial Aspects of Your Side-Hustle #1 – Planning, Strategies, Legal, Resources
    Tuesday, June 20, 2023 -12 p.m.
    Register
  • Family Financial Planning: Making Finances Work for the Whole Family
    Tuesday, June 27, 2023 – 12 p.m.
    Register
  • Family Financial Planning: Caring for Adult Dependents
    Wednesday, June 28, 2023 – 12 p.m.
    Register
  • Changing Careers: The Financial & Personal Issues
    Thursday, July 13, 2023 – 12 p.m.
    Register
  • Building Savings Accounts & Emergency Funds
    Friday, July 14, 2023 – 12 p.m.
    Register
  • Financial Planning for Veterans
    Tuesday, July 18, 2023 – 3 p.m.
    Register
  • Financial Planning When Retirement is Getting Close (5-7 years out)
    Wednesday, July 19, 2023 – 3 p.m.
    Register
  • The Financial Aspects of Your Side-Hustle #2 – Taxes, Profitability, Expansion, Success 
    Tuesday, July 25, 2023 – 12 p.m.
    Register
  • Financial Planning for the Fun Stuff: Vacations, Home Improvements, New Vehicles 
    Wednesday, July 26, 2023 – 12 p.m.
    Register
  • Investing 101
    Tuesday, August 1, 2023 – 12 p.m.
    Register
  • Navigating the Impacts of Inflation & Turbulent Economic Times
    Wednesday, August 2, 2023 – 12 p.m.
    Register

Financial Literacy Resources

UL System Financial Aid Directors Contact Information

Tax Planning Strategies for UL System Students, Faculty, and Staff

PowerPoint

Tax Planning - Full Webinar

Video

Tax Planning - Overview

Video

Tax Planning - Deductions

Video

Tax Planning - Free File

Video

Tax Planning - Income

Video

Tax Planning - International

Video

Tax Planning - Married

Video

Tax Planning - Refund

Video

Tax Planning - Strategies

Video

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