Want to be smart with your personal finances? This 4-week workshop will introduce you to the essentials of a financial plan and provide a roadmap to follow for your own financial planning process. Topics covered to include:
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Financial life stages
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Understanding your current financial situation
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Setting your financial goals
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Creating a cash flow and savings plan
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Learning to build wealth
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To-Debt or Not-to-Debt
Topics to be discussed may include the fundamentals of financial fitness, personal budgeting, emergency savings, wealth accumulation, and financial independence.
Handouts will be uploaded in Canvas. Time included for discussion.
Course Number: BUSA-80022
Credit: 0.00 unit(s)
Related Certificate Programs: Business Management, Healthcare Financial Analysis
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9/20/2022 - 10/11/2022
$75
Live Online
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CLASS TYPE:
Synchronous web-based class meetings that are scheduled to meet online at published times (time/date).
INSTRUCTOR:
Campbell, Janet
Janet L. Campbell is Abunda Financial's lead advisor for wealth management and investment counsel. After years of experience as a securities analyst, portfolio manager and consultant for leading national firms, Ms. Campbell became a registered investment advisor (RIA) in 2001 and launched her private financial services firm, subsequently named Abunda Financial, LLC. Before launching the firm, Campbell worked as an Analyst and Portfolio Manager with various money management firms that served both individual and institutional clients. Her professional history also includes having been a sell-side securities analyst providing research coverage of lodging, office/industrial and retail real estate investment trusts (REITs) and corporations; and, an investo...Read More
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TEXTBOOKS:
No information available at this time.
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POLICIES:
No refunds after: 9/20/2022.
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| DATE | DAY | START | END | LOCATION |
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| 9/26/2022 | Mon | 6:00 p.m. | 7:30 p.m. | |
| 10/3/2022 | Mon | 6:00 p.m. | 7:30 p.m. | |
| 10/10/2022 | Mon | 6:00 p.m. | 7:30 p.m. | |
There are no sections of this course currently scheduled. Please contact the Business, Professional & Legal Programs department at 858-534-8131 or unexbusa@ucsd.edu for information about when this course will be offered again.