Workshop and Presentation topics

The Good Life Financial Workshop
The Impact of Values on Personal Finance
Determining Financial Priorities
Setting Financial Goals
Planned Spending

Personal Finance Tools
Income
Personal Financial Statements and Budgets
Checking and Savings Accounts
Loans and Credit

Basic Money Management
Checking account management
Credit Management
Debt Management and repayment

Financial Decision Making
Homeownership
Transportation and Household Purchase Decisions

Protecting your Possessions
Property and Liability
Health and Disability
Life Insurance

Saving and Investing – Wealth Accumulation
Understanding the world of Investments
Wall Street concepts in Main Street English
What is a Mutual Fund?

Financial Planning for the Future
Financing a College Education
Retirement Planning: Your role and responsibility
Estate Planning