Managing My Life: Managing My Money -- The Basics of Financial Education April 18, 2009

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Often the first step to better money management is to get familiar with the basics. This full-day workshop is designed to do just that. Using a workbook written by Shags, you will gain practical knowledge in the following areas:

Sources of Income
Ideas for Saving and Budgeting
Tips for Saving and Investing
Tax Planning Ideas
Understanding Your Insurance Needs
Estate Planning
Selecting, Interviewing and Working
with a Financial Advisor

In this last area you will learn the difference between planning professionals and sales professionals, how they are paid, how the things they sell or services they provide are priced, and how to have a relationship based on a designed alliance. Though financial professionals make recommendations based on their understanding of your unique situation, the final decision and ultimate responsibility for taking action rests with you.

This course will give you the basic knowledge you need to be an informed consumer and enable you to better navigate the world of personal finance

Location: The Money Coaching Institute
501 2nd Street, Petaluma, CA

Cost: $150.00 per person
Date: Saturday, February 21, 2009
Time: 10 a.m. to 5 p.m.

Workbook and lunch are included in the cost.

(For more information about the workbook, please visit http://www.planningforlife.info/book.htm)

Organized by Planning For Life
Learn all about us at www.PlanningForLife.info

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Ticket Info:  

• OLD Individual Registration Fee -- DO NOT SELECT, $150.00
• For Individuals Who Have a Book Already, $64.00
• For Individuals Who Need the Book, $79.00

Official Website: http://www.eventbrite.com/event/149731852/upcoming