LIFEvest
How long is LIFEvest?
1 week
T or F “Are you allowed to have outside visitors enter your dorm?”
FALSE
Name 3 financial literacy topics you will learn at LIFEvest.
Budgeting, investing, credit/loans, retirement planning, career exploration.
True or False: Site visits are opportunities to connect with professionals.
TRUE
True or False: After dinner, your RAs go to sleep and you have freedom to do any activity with your LIFEvest peers.
FALSE.
What is LIFEvest short for?
Pacific Life LIFEvest Financial Literacy Residential Program
What are 2 expectations for the classroom?
You must be attentive, phones must be silenced, be engaged during the activities in the classroom, ask questions etc.
What is the name of the project that you will work on throughout the week and present on the final day?
LIFEPLAN
What is the dress code when we go to a site visit?
LIFEvest polos
When can you reach out to your RA for any type of help.
Any time! The RAs are there for YOU!
Who are our two main sponsors?
Pacific Life and Capital Group
What type of dress attire are required for the Etiquette Dinner and your Presentation. Provide an example.
Business Formal. Dress shirt, slacks and dress shoes.
What is the difference between “Need” and “Want”
Need - something you must have to survive. Ex: Food,clothes, house etc.
Want - is something that would be fun to have but you can live without. Ex: Video games, concert tickets, new toy etc.
How should you behave during the site visit?
Respectful and follow directions from LIFEvest staff
TRUE or FALSE: Your RA will attend the classroom lectures.
TRUE
What year of LIFEvest are we in?
15th year!
What is professionalism?
Using appropriate language and showing consideration for others, is encouraged to ensure a professional and respectful atmosphere.
Is taking out loans a bad thing? Why?
No. Loans allow individuals to make significant purchases or investments like buying a home, pursuing higher education, or starting a business that they might not be able to afford upfront taking out loans isn't inherently bad; it can be a useful tool when managed responsibly.
Name 3 corporate site visits that we have visited in the past.
Experian, Capital Group, Edwards Life Sciences, PIMCO, Hyundai Capital.
How many RAs are available to you throughout the program?
8
Name 3 things you may learn in LIFEvest?
Networking, budgeting, investing, and more
You’re given a task to complete by a specific time, but you’re struggling to finish it. You have a question about the material but are unsure when the instructor is available.
What should you do in this situation?
Approach your RA and ask for assistance at an appropriate time, such as before or after the workshop, and prioritize completing the task by using resources like class notes or peer support.
Explain why it's never too early to learn about financial literacy.
It's never too early to learn about financial literacy because understanding money management from a young age sets the foundation for making informed financial decisions throughout life.
Scenario: You are at the etiquette dinner and you are approached by a professional. Demonstrate your pitch
Your RA is the professional and student will demonstrate your pitch.
Feedback
Name 3 reasons why you have an RA.
To be a mentor to you throughout the program, to supervise and assure your safety, help with your LIFEPLAN, to be an advisor for you through out the program.