The Heart and Soul of Financial Planning

Learning Outcome: Discuss financial goals and successful techniques for achieving those goals

 

How much money do you have? How much money do you want? For most, the idea of answering the first question brings up mixed emotions. No matter what your financial position is, many often wonder if they really have enough.  For some women, money is a topic that brings up anxiety and shame.  Finance guru, Suze Orman, says “to truly be powerful in life, you must make money moves that work for you.” This workshop will help you build inner strength, reclaim financial power, and create a plan for the future. Your money doesn’t have to change, YOU DO!

 

At the end of this workshop, participants will be able to:

 

1. Use finance fundamentals.
2. List ways to build financial portfolios.
3. Explore beginner investment best practices (retirement).
4. Examine how personal habits and values may impact a strong financial future.
5. Create an action plan and financial goals.