Financial planning can be the key to a secure financial future. It is a strategy that helps you meet your financial needs and goals based on essential principles of smart personal financial management. This hands-on and interactive workshop is designed to provide the fundamentals of money management as well as ideas to save and plan for the future. Topics will include the basics of how to create a budget, establish an emergency savings fund, manage debt, and create a savings habit and “safety net.” Learn how to create personal money management and financial action plans using provided worksheets, and understand how setting priorities can help you make better choices with your money.
Learning Outcomes:
- Comprehend the basics of financial planning and its importance
- Understand how to create a budget, establish an emergency savings fund, manage debt, and build a savings habit and "safety net"
- Practice forming a personal money management action plan to better manage your finances
Course Number: BUSA-80022
Credit: 0.00 unit(s)
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7/12/2022 - 7/14/2022
$105
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: 7/12/2022.
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NOTE:
Two meetings delivered live online via Zoom.
Zoom links will show in Canvas.
| DATE | DAY | START | END | LOCATION |
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| 7/12/2022 | Tue | 5:30 p.m. | 8:00 p.m. | |
| 7/14/2022 | Thu | 5:30 p.m. | 8:00 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.