Loading...
Personal Finance for Haas MBA's First Years!
by
Fri, Apr 10, 2026
10 AM – 12 PM PDT (GMT-7)
Chou Hall: N370
2220 Piedmont Ave, S420, Berkeley, CA 94720, United States
53
Registered
Registration
Note: There is a limit at 1 ticket per person for this event.
This event is open to specific members only. You need to Sign In
Details
- Balancing student loans with retirement savings post Haas
- RSU, ISO, and equity compensation best practices
- Asset allocation in your 401(k) & Roth IRA
- Actionable financial steps to during your MBA years
- Defining your risk tolerance
- Creating your own Hierarchy of Saving
- What to do with a prior employer 401(k)
Who: MBA First Year students. Please note the content is most applicable to U.S. based employees as it relates to the U.S. tax system and retirement account structure.
Format: Seats are limited, so register today. A wait list will be established once registration fills. A week before the event you'll receive pre-work which will help to make the workshop more beneficial to you.
Feedback from Previous Years:
-
"Wow, this workshop was IMMENSELY helpful!!!! I hope we can have more with Rob. One of the best educational experiences I've had at Haas to date."
-
"This was fantastic, thank you so much! I would love to do the 201, 301, and 401 workshops."
-
"Wish we had a bit more time! Lots of good questions"
-
"I wish we had even more time to talk about these topics!"
-
"This was the best workshop I've done. So practical"
-
100% of attendees surveyed said they would attend a future workshop.
We hope to see you there!
**Please note the content is most applicable to U.S. based employees as it relates to the U.S. tax system and retirement account structure.**
Where
Chou Hall: N370
2220 Piedmont Ave, S420, Berkeley, CA 94720, United States
Speakers
Robert Shaye
Fireside Finances
https://www.linkedin.com/in/robertshaye/
Robert Shaye, CFP® is currently a Lecturer at Haas, teaching three sections of MBA 209P / UGBA 135 - Personal Financial Management. Rob has taught investing workshops for companies including Twilio, Spotify, Notion, and Asana. Rob is a 2014 FTMBA grad and has taught several investing workshops at Haas over the past few years. We've engaged Rob to return to the MBA program to deliver another round of personal finance workshops this Spring. The workshop will be purely educational. Rob's company does not manage any assets or sell any products and his workshops are designed to be objective. Haasies who have attended workshops in prior years have rated them a 9.6 out of 10, with 100% of attendees saying they would attend a future session.