LEVEL UP WORKSHOP

LEVEL UP YOUR FINANCIAL LITERACY

ABOUT THIS EVENT

Learn the foundations of financial wellness featuring iGRAD, a free financial literacy platform for UH students. This interactive Level Up Workshop provides practical, actionable strategies you can use immediately, covering budgeting, intentional saving, credit cards, credit scores, and an introduction to investing.

ABOUT THE SPEAKER

Dr. Summer K. Lee is a faculty member at the Shidler College of Business at the University of Hawaiʻi at Mānoa, where she earned her PhD in Business Administration (Finance) in 2024 along with a Certificate in Measurement & Statistics. She also holds a Master of Science in Personal Financial Planning and a Bachelor of Arts in Biology and History from UH Mānoa. At Shidler, Dr. Lee teaches courses including Business Finance, Applied Math in Business, Economic and Financial Environment of Global Business, and Introduction to Personal Financial Planning, as well as co-teaching several real estate courses. Her excellence in teaching has been recognized with the Shidler PhD Teaching Award.

Dr. Lee’s research focuses on financial markets, including her job market paper, “Rank and Sign Momentum in Japan.” In addition to her academic work, she contributes actively to the UH Mānoa community through student mentorship, campus assessment initiatives, and professional programming. Prior to returning to academia, she spent more than a decade at Lee Financial Group in Honolulu, where she managed client investment assets and served on the firm’s internal investment committee, bringing valuable industry experience into the classroom.