About the Program
Effective money management is one of the most important aspects of modern life and especially important for those in their 30s and 40s who are navigating careers, growing a family, and planning for the future. Learning about ways to save, smart investment opportunities, and how to plan for all that life has in store are critical tools that can put your financial success in your control.
Personal Financial Planning is a unique one-day workshop designed to present you with unbiased information to understand the basics of successful financial management and help you be your own financial planner. Whether you've considered hiring a financial planner, or have no idea where to begin, this workshop will provide you with the head start you will need to make better choices with your finances.
Your money, your choices: Making better personal finance decisions
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
Learn how to navigate the “financial services” minefield to find the right financial advisor and understand how much you should — and shouldn't — pay. 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 in their 30s and 40s.