Organizing & Managing Your Finances Electronically

Description
Participants who attend this course will be better able to choose personal financial software and use it effectively to better manage all aspects of their personal finances. By participating in informative and interactive exercises, participants will develop an action plan for monitoring their finances and achieving their financial goals electronically.

Audience
Recommended for those who want to organize and take better control of their finances electronically.

Materials
Each participant will receive a 35-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use.

Duration
2 – 3 hours

Objectives

• Evaluate and choose appropriate personal financial software.
• Set up accounts properly and effectively categorize expenditures.
• Track spending and create realistic budgets.
• Analyze all investment accounts as part of a whole portfolio.
• Assess personal investment goals using electronic software tools.
• Use electronic asset allocation models to help rebalance investment portfolio.
• Improve credit rating by tracking payment due dates and eliminating late payments.
• Monitor net worth.
• Create savings plans and evaluate progress regularly.

Fee includes

• 2 – 3 hour Interactive training session
• All training materials
• Glossary of related financial terms
• Refreshments

Enrollment is strictly limited and available space will be filled in the order registrations are received.