Saturday, January 16, 2010

Finance Workshops for all adults in the branch

I just wanted to remind you of the first finance workshop Sunday 17th at 6:00pm at the church. Here's the scedule for the year if you would like to attend any of them. It is a great way to learn and be informed about what is going on with your finances and how to be more provident in your living!
Personal Finance Workshops
Wilmington Branch

The purpose of this course on Personal Finance is to instruct members of The Church of Jesus Christ of Latter-day Saints about personal financial management. Development of this course was provided by the Marriott School of Management at Brigham Young University. The course was constructed using critical, pertinent, relevant, and unbiased information. The course is presented from a LDS perspective and is designed to help participants become better stewards of their financial resources. Members from all financial backgrounds will find value in this course. It will benefit everyone from those currently struggling with their finances, to those with significant wealth, and all those who fall somewhere in between.

The course will be presented by Philip Zeigler who is a member of the Wilmington Branch and a Certified Financial Planner™ professional. Each workshop will begin at 6:00 PM on the dates indicated and will be held at the Wilmington Branch church building. All adult members are invited to attend.

Course Overview
· Introduction - Another Perspective on Wealth – November 29, 2009
· Budgeting and Cash Management – January 17, 2010
· Income Tax Planning – February 21, 2010
· Consumer and Mortgage Loans – March 21, 2010
· Debt and Debt Reduction – April 18, 2010
· Insurance – Auto, Homeowners, and Liability – May 30, 2010
· Insurance – Life, Health, Long-Term Care, and Disability Income – June 27, 2010
· The Home Decision – July 18, 2010
· The Auto Decision – August 15, 2010
· Key Lessons of Investing – September 19, 2010
· Funding Children’s Education and Missions – October 31, 2010
· Planning for Retirement – November 21, 2010
· Estate Planning Basics – December 12, 2010

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