Talent Development

Basic Finance & Budgeting (TD1373)

Wed, 27 Mar 2019 9:00 AM - 11:30 AM

Location: Wine Price Building

Session: 3 of 4

Workshop Description: "Getting Your Financial Ducks in a Row," this workshop is designed to help you understand and evaluate your values and behaviors as they pertain to spending and budgeting; develop an effective personal budget to assist you in meeting your goals; learn methods to debt reduction; understand investing fundamentals; design effective strategies to meet your investment objectives, take appropriate risks, and understand the financial tools available to you both inside and outside of JMU.

This Multi-Session workshop will include:

  • Session 1: Values and Behaviors Pertaining to Spending and Budgeting
  • Session 2: Savings Part 1 (Goals and basic investing fundamentals)
  • Session 3: Zero-based Budgeting and Debt Reduction
  • Session 4: Savings Part 2

Presented by: Brad Barnett, Senior Associate Director, Financial Aid Office and Stephan Hess, CFP, Hess Financial

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