March 15, 2018
Linda Davis Taylor, Clifford Swan Investment Counselors’ Chairman and CEO and the former chair of the Board of Trustees of Scripps College, has provided funding for a Financial Literacy Program at the College. The program launched this academic semester and is delivered through Scripps College’s Center for Career Planning & Resources (CP&R) under the guidance of Vicki Klopsch, the Executive Director of CP&R. The goal of the program is to help Scripps students and alumnae make smart, informed financial decisions.
The Financial Literacy Program will be offered once each semester and consists of four complementary modules: Basic Budgeting, Loan Literacy and Debt, Paychecks & Taxes, and Long-Term Investments. These four modules are augmented by access to tools and resources on the online platform, Salt, as well as one-off programs on specialized topics.
The development of the program’s curriculum and workshops represent a collaboration between CP&R, Scripps faculty, alumnae, and parents, and the Office of Financial Aid. Clifford Swan’s Jennifer Maqueda, who graduated from Scripps in 2009 with a degree in economics and psychology, will co-develop and facilitate a module in the fall.
Supporting the program aligns with Linda’s personal commitment to financial literacy and education. She discusses its importance in her book, The Business of Family: How to Stay Rich for Generations, which was published in 2015. Under Linda’s leadership, Clifford Swan consistently aims to fulfill our firm’s mission to impart “wisdom for generations” by providing financial education to our clients and the community.
