Creating a Great Financial Life

This workshop will help young adults from 15 years old to their mid-twenties understand the fundamentals of fiscal fitness and establish habits that will lead them to successful financial lives.  It addresses most of the issues that adults just starting their careers face and includes a session on the fundamentals of good investing.  The workshop also includes one individual appointment to help address issues specific to each participant.

It will encourage participants to take responsibility for their lives – including their financial lives.

The workshop uses exercises and participative lecture to maximize the benefit of the class.

Format

• One three-hour group session (up to 6 people)
• One 30 minute individual session

Materials

• A thirty-page workbook is included

Three Hour Group Session

• The Nine Fundamentals of living an excellent financial life
• The Four “Absolute Musts” for your financial plan
• The Three biggest mistakes young people make
• People to avoid in your financial life
• Good Debt, OK Debt and Bad Debt
• Taking advantage of the government (legally)
• How to get a clear vision of your future
• Where to get the help you need

• The Fundamentals of Investing

• The importance of starting early
• Hints for getting off to a good start

Individual Session – 30 minutes

• Individual Session to discuss specific client issues

Cost

• $50 for one three-hour group session and one individual session ($75 for couples)
• $35 for high-school students

Group Session Schedule

• Saturday, January 26^th, 8:30 – 11:30 AM
• Saturday, March, 29^th, 8:30 - 11:30 AM
• Saturday, May 17^th, 8:30 – 11:30 AM

How to Register

• Click Here to Register