Many of you have consistently advocated for support in understanding taxation and navigating other financial challenges. We have heard your concerns and are organizing a financial literacy series tailored to the specific interests and needs of our graduate student population. The seminars will be moderated by financial experts.
Financial Literacy Series 1 (09/17/25) - Taxes + Budgeting:
Thank you all for coming to our most recent financial literacy series! For those of you who weren't able to make it, here is a link to the seminar as well as the workshop materials:
View session recording and workshop materials (MyAccess login required)
Watch this recorded workshop featuring Dr. Emily Roberts, founder of Personal Finance for PhDs, alongside UCSF Graduate Division program managers, as they discuss stipend structures, tax responsibilities, and effective budgeting strategies for first-year graduate students.
In this recorded workshop, Dr. Emily Roberts, founder of Personal Finance for PhDs, joins UCSF QBC program managers to help first-year graduate students understand and manage their finances. The session begins with an overview of graduate student stipends and benefits, followed by Dr. Roberts’ in-depth discussion on how different types of income are taxed and how to plan ahead to avoid unexpected tax bills. Participants also learn practical budgeting strategies and use a customizable spreadsheet to track expenses and establish a strong financial foundation for graduate school.