Basic Finance & Budgeting: Getting Your Financial Ducks in a Row

Course# TD1373

Note: This workshop is capped at 16 participants.

Categories: Work/Life Wellness

Level: Fundamental

Type: Multi-Session
To maximize the collaborative learning, please review your calendar before registering to ensure you can attend all sessions.

Total Workshop Time: 10 Hours (four 2.5 hour sessions)

Make-Ups: There are no make-up sessions for this workshop.

Pre-requisites: None

Target Audience: Individuals interested in learning about the basics of finance and budgeting.

Workshop Description:  It’s been a while since we have received annual raises.  While we certainly appreciate the bonuses, the challenge we have is how to continue meeting our goals and paying our regular bills when our monthly income has not increased in the past few years.  Now more than ever you probably want to have your financial “ducks in a row”. To help you along those lines we are happy to offer you the opportunity to participate in a four part series entitled Basic Finance & Budgeting: 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 JMU.

This Multi-Session workshop will include:

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

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

Session Information:
Wednesdays, January 30, February 20, March 13 AND March 27,  2013
8:30 AM - 11:30 AM
Wine-Price 

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