Money on my Mind: Creative Financial Planning Strategies

BEYA '16

Money on My Mind: Creative Financial Planning Strategies

Learning Objective: Increase financial literacy and money management capacity

How does money support your big vision for your life? What are your short- and long-term strategies for making your dreams a reality? To
manage money effectively and prepare for a secure and prosperous future, you must focus on gaining knowledge and taking action. The key to success and wealth is developing sound financial habits early. Time is money. This seminar will help you get started on the path to getting and saving more of both.

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

1. Explore basic money management techniques.
2. Examine individual relationship with money and how to make money work for you.
3. Use tips to streamline the planning process.
4. Identify an action plan starting from current financial position.
5. Identify the top ten money mistakes young people make and how to avoid them.

Moderator: Ian Browne, Program Manager, Lockheed Martin Corporation

Panelists:

Renata Spinks, Information Technology Manager, U.S. Government

Davyd Jones, Financial Advisor, Raymond James & Associates, Inc.