Personal Financial Planning.

Personal Financial Planning.


Your money, your choices:  Making better personal finance decisions.

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Get objective, unbiased information to make better decisions about your personal finances. The class will focus on your individual needs and goals. You’ll discover how to: 

• Establish a budget that lets you enjoy life while saving money

• Choose the right insurance

• Develop an estate plan

• Maximize employee benefits

• Create a tax strategy

• Invest your savings for short- and long-term needs

• Plan for a comfortable retirement   

You’ll also learn how to navigate the “financial services” minefield to find the right financial advisor and understand how much you should—and shouldn’t—pay. You’ll come away from this class with a much clearer understanding of personal finances and the confidence to make better decisions.  This workshop was created to fill a void for accessible personal financial planning education for individuals and families., Copyright 2015