Note: This series is capped at 24 participants

Total Workshop Time: 4 - 2.5 Hour Sessions, 10 Hours Total

Pre-requisites: None


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

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

Related Classes

Level: Intermediate

Type: All Inclusive

Competency: Work Life Wellness

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

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