Class: Creating a Great Financial Life
This three-hour 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.
Schedule
- None scheduled at this time
Class: Financial Life Planning Fundamentals
This four-hour 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
Schedule
- None scheduled at this time