Financial Life Planning Fundamentals

This workshop is targeted for adults of all ages.  It addresses the nine fundamentals of fiscal fitness and helps participants establish habits that will allow them to lead successful financial lives. It covers creating a vision for your life, basic investing strategies, debt management, the law of risk and return, and buying or refinancing a house.  The workshop also includes one individual appointment to help address issues specific to each participant

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

Format

• One four hour session and one 45 minute individual follow-up session.  Limited to six participants.

Materials

• A forty-page workbook is included

Outline

• The Nine Fundamentals of living an excellent financial life
• The Three biggest mistakes to avoid
• Good Debt, OK Debt and Bad Debt – and how to get out of bad debt
• Paying for college
• How to get a clear vision of your future
• Where to get the help you need
• The four “Absolute Musts” for your financial plan
• People to avoid in your financial life – and how to avoid them

• Buying or refinancing a home
• The Fundamentals of Investing

• The importance of starting NOW
• The law of Risk and Return
• Teach children to handle money
• Taking advantage of the government (legally)
• Effectively using your employee benefits

Individual Session – 45 minutes

• Individual Session to discuss specific client issues

Cost

• $100 for one group session and one 45 minute follow-up session ($150 for couples)

Group Session Schedule

• Saturday, 23 Feb 2008 (8:30 – 12:30)
• Saturday, 26 Apr 2008  (8:30 – 12:30)

How to Register

• Click Here to Register