Investor Education in Your Community: Mind Your Money Manners
This brand-new four part series brings useful instruction on developing good money manners to help you cultivate and maintain a more responsible and productive relationship with your money. Learn easy-to-follow methods for identifying and working through money-related issues, how to set goals, and develop a personal spending plan. Registration is required.
Part 1 (September 26): Know the Flow: learn how to create a personal balance sheet, calculate your net worth and create a cash flow statement.
Part 2 (October 10): Money – Getting to Know You: learn how spending is a habit, gain insight into your relationship with money, and discover how to build your net worth.
Part 3 (October 24): Getting S.M.A.R.T. About Goal Setting and Spending: learn how to set financial goals and develop a spending plan.
Part 4 (November 7): Manage Your Future Now: Learn how to avoid investment fraud and scams, understand the step-by-step sequence for making better investment decisions and how to make asset allocation and diversification based on your goals.