Personal Finance 101

Program Type:

Presentation

Age Group:

Adults
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Program Description

Event Details

Personal Finance 101 – Creating a Budget, Saving, Loans, Debts, Insurance, Investing for your Future 

Tuesday, September 16

6:00 pm

Presenter; Jonathan Strong, CRPC®

                                     

Overview of the basics of personal finance – getting your financial house in order to move forward.

How to create a budget, organize your finances, establish goals, start a systematic monthly savings program. Organizing your debts and loans, a review of insurance planning, mortgages, banks and other personal finance programs. Starting a long-term savings and investment program – to build your financial and retirement program over time. Basics of investing in mutual funds, stocks and ETFs – to start investing over your lifetime. Portfolio examples and economic and market update provided with a question & answer period.

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