Getting Real with AI - Columbus DAW - May 2024 - Nick Woo from AlignAI
Free financial
1. $ FREE FINANCIAL RESOURCES
₵ CYNTHIA M. LAMBERT
March 11, 2011
%
2. CYNTHIA M. LAMBERT
CYNTHLAM007@GMAIL.COM
$ Adult Services Librarian, SCLS
Mary Jacobs Library
₵ 10+ years of experience as a financial analyst for
Bloomberg News and Dow Jones Indexes.
3. DO YOU FEEL LIKE A DEER IN THE
HEADLIGHTS?
$ Focus on Education
and Tools
Help with Evaluation of
Resources
4. WHY FREE FINANCIAL
RESOURCES?
•Economically Challenging Times
•Budget Cuts for Materials & Staff
$ •Changing Nature of Libraries
₵
•They are very good!
5. The Good
Free!
Easy to Use!
Abundant!
All Skill Levels!
Ability to push content!
6. The Bad
Hard To Find
Sales Pitch
Soooo much stuff!
9. PERSONAL FINANCE TOPICS:
Budgets Savings
Insurance
Mortgages
Loans
Consumer
Rights Bankruptcy
Too Much Information!
10. Personal Finance
Resources
US Government
Rutgers Cooperative
360 Degrees of
Finance
Microsoft Templates
11. MYMONEY.GOV
Captures Information & Resources
from Across Agencies
Provides both Tools & Education
Updated Regularly to Reflect New
Legislation & Topics
VERY EASY TO USE!!
12. NJAES.RUTGERS.EDU
Very Relatable
Tools & Education
Advice & How To Information
Sort of Easy To Use
Microsoft Templates
13. 360FINANCIALLITERACY.ORG
American Assoc. of CPAs
Tools & Education
Covers All Stages of Life
Every Aspect of Financial Life
14. PERSONAL FINANCE: TOOLS & EDUCATION
Excellent Supplements
Your Money NY Times
CNNMoney
AARP
Feed The Pig
21. COMPANY WEB PAGES
Excellent Source
Investor Relations
Complex Corporate
Actions Explained
Contact Information
For International Companies, this may be the ONLY free
source…
22. STOCK EXCHANGES, ETC.
NYSE & NASDAQ Main US
Global Exchanges
News Providers
Bloomberg
Wall St. Journal
MSNBC
Annual Report Service (US)
Rest of World
23. PROGRAM IDEAS
Slide Shows
Pathfinders
Professional
Speakers
You Can Do
It!
Classes/Games
28. CREDITS/ACKNOWLEDGEMENTS
All photos are from Microsoft Clip Art or are my own
photographs
Much Thanks to Sophie Brookover, without whom, I
would still be on the ledge.
Thanks Jon for all that you do!
Editor's Notes
Hello, I am me…isn’t this cool. For those of you who know me, do I sound the same when you can not see me? For those of you who don’t know me, feel free to picture Selma Hyack or Hallie Barry….
I first approached Sophie about doing this webinar after a Legal Resources workshop I attended. I wanted to take away the feeling of dread for others as was done for me. When I changed careers, I always joked good/evil. What happens when someone approaches you desk and asks for help finding information on finances? Budgeting? Investments? Data?
*The Information Our Public Needs *What resources do we have, will we have, rent vs. own *More and More interactions are virtual—these resources are easy to push via a variety of media *Generally easier to use than most of our database options, provide real answers via calculators, non-commercial options are abundant, but hard to find…
There are plenty of resources available that are easy to use and can be easily integrated into library resources—Socail Media, Chat Reference, Tech Classes, etc.
Finance industry charges—the best tools are expensive (also more comprehensive and complex), Free stuff tends to come with a pitch, have to be careful—is the tool providing advice? Stick with Respected News Sources, Organizations like FINRA, and tools directed at teens (where there is less sales pitch, more edu).
Discuss Budget Cuts, Legal Issues, Loss of Materials, Loss of Staff…Give Overview of How the Rest of Webinar will Proceed
With These 4 Resources, you will be able to provide the public with tools and education covering all of the topics. These are all non-commercial, except Microsoft. I choses Microsoft, because most libraries have Excel for public use and these tools are designed to work with Excel.
Demonstrate the Website’s Capabilities via Share Your Desktop…
Demonstrate the Website’s Capabilities via Share Your Desktop…**Call attention to eXtension.org, especially legal topics…Demonstrate Excel Templates…have Excel open.
Demonstrate the Website’s Capabilities via Share Your Desktop…
These resources are interactive and very well done. First 3 are commercial, last is related to 360 Degrees and geared toward Young Adults and Early Media Adopters.
Prices, where to learn, where to get data—company web pages, exchanges, SEC files, DJ Indexes, plenty of commercial sites available, but all have serious heavy pitches….Wall Street Journal provides some data for free.
Show AT&T Investor Relations, Assume They Know About Yahoo**Bottom Line, when people need valuations, this is the job for a professional—tax ramifications. Be very careful when answering these questions…
With These 4 Resources, you can find all the information needed to evaluate an investment—however, they do not provide answers, advice, or organization.
Go to Website—show how/where, but move on quickly. Show Investor.govVery difficult to use, but has EVERYTHING you need to analyze a company, especially if combined with company website & valueline or similar….
Go To Website to Highlight Areas of Interest….professional designations, check out your broker, education, tools and calculators, GRANTS FOR LIBRARIES>>>
Show AT&T and JP Morgan Chase as examples. International companies sometimes the only information available is on webpages.
Global Exchanges often only source of information (esp. in English) for foreign companies. Exchanges have an interest in providing information to investors—without it, they do not function….
