Managing Your Finances

Description

Participants who attend this course will be better able to assume responsibility for their financial future. By participating in informative and interactive exercises, participants will develop an action plan for achieving all their financial goals.

Audience

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

Materials

Each participant will receive a 45-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use.

Duration

4 hours

Objectives

• Avoid six reasons commonly cited for lack of financial action.
• Practice five necessary steps to effectively organize and manage finances.
• Learn how to identify and set realistic goals.
• Assess and modify current finances using personal financial statements.
• Calculate how much to save monthly for each financial goal.
• Set up and effectively use a spending chart.
• Discuss how to save more money and accumulate more wealth.
• Discover how to get rid of credit card debt more easily.
• Review essential guidelines and questions to ask when selecting a financial adviser.
• Uncover the four most common ways financial advisers get compensated.

The Course Fee includes

• 4 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.