Money management skills are important for everyone, regardless of their current financial condition or what financial mistakes they’ve made in the past. Individuals will learn how to set financial goals in this course. Learn ways to attain these goals by creating sound spending plans, and implement wise use of available credit. Identify your spending leaks and take action to improve your cash flow, thereby reducing your financial anxiety. This workshop emphasizes a basic approach to spending, saving and planning, and it will help students achieve financial stability.
William Oakes has taught financial planning classes across the country for 15+ years to employees at corporations, municipalities and non-profit organizations. Additionally, for 25+ years, he has operated his own tax and financial planning practice in San Jose, CA. He holds EA and CFP licenses.
Sat., Sept. 22, 12:00 pm - 2:00 pm Room: LI 100, $49 + $15 material fee to instructor.