Financial Planning Fundamentals



Repeats every week until Tue May 01 2018 .
Tuesday, April 10, 2018 - 6:00pm - 8:30pm


Wisdom Resource Center
130 Poplar Grove Connector
Boone, NC 28607


Strong financial management skills are a prerequisite for a prosperous and stress-free life. However, learning healthy financial habits on your own can seem overwhelming.

In this 4-week course, you will create an easy step-by-step plan for taking control of your personal finances. Topics covered include financial goal setting, saving and investing, budgeting, borrowing, and credit. You’ll define your own financial goals, create a budget that works for you, and establish the habits that lead to financial health. You’ll learn how to make financial planning less stressful by spending 30 minutes a week on your budget, spending, savings, and investments. You’ll also learn simple strategies to create immediate growth in your savings and investment. We will discuss key techniques for taking the stress out of planning for retirement.

By the end of this course, you’ll be able to confidently manage your personal finances and have more time to live the life you love.

Duration: 4 weeks.
Fee: $100. (includes materials)
Facilitator: Tanya Ince, Ph.D.


Name: Tanya Ince
Phone: (281) 907-3934
  • Closest Town or City:
    • Boone
  • County:
    • Watauga
  • Event Category:
    • Workshops

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