Basic Finance & Budgeting II

Course# TD1637

Note: This workshop is capped at 16 participants.

Competency:  Work/Life Wellness - Fundamental

Type: Single Session

Total Workshop Time: 2.5 Hours 

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

Pre-requisites: TD1373: Basic Finance and Budgeting: Getting Your Financial Ducks in a Row

Workshop Description:  Putting your financial house in order and maintaining it that way is a continuous process of asking questions and making good decisions. We want to help you in that process. 

If you attended Basic Finance and Budgeting I you know we covered many topics in a short amount of time and it was a lot to take in. That’s why we are offering Basic Finance and Budgeting II. This single 2.5 hour session has been designed for past participants to come together again. Is there something you’re still fuzzy on?  Do you want to hear something again or ask some additional questions? Do you have a success story to share?

Please join Brad Barnett and Stephan Hess for an informal follow up session. There will not be a formal presentation so bring as many questions as you can. We will do our best to answer them or at least point you in the right direction. As a reminder here were some of the main topics that were discussed in the first program as well as some new ones:

  • Values and Behaviors Pertaining to Spending and Budgeting
  • Zero-based Budgeting and Debt Reduction
  • Savings, Goals and Basic Investing Fundamentals

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

Session Information:
Friday, September 27, 2013 
9:30 AM - 12:00 PM
Wine-Price 

OR

Friday, September 26, 2014
9:30 AM - 12:00 PM
Wine-Price

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