Money Essentials Series: Financial Planning I

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:

• Financial life stages

• Understanding your current financial situation

• Setting your financial goals

• Creating a cash flow and savings plan

• Learning to build wealth

• 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.