- This event has passed.
Financial Planning Series
Monday, August 19 @ 10:00 am - 12:00 pm
One event on Monday, September 23, 2019 at 10:00 am
One event on Monday, October 7, 2019 at 10:00 am
One event on Wednesday, October 16, 2019 at 10:00 am
One event on Monday, October 21, 2019 at 10:00 am
One event on Tuesday, October 29, 2019 at 10:00 am
These free educational seminars are co-sponsored by the Financial Planning Association® of Georgia and South Cobb Regional Library. Each session will consist of a one-hour workshop presented by certified Financial Planners from the Financial Planning Association of Georgia, the second hour will consist of one-on-one consultations with an FPA member. The Financial Planning Association of Georgia is a professional nonprofit and is made up of 600 financial professionals. Register for any or all sessions by calling 678-398-5831.
Workshop and One-on-Ones:
8/19/2019 – Budgeting 101: Life’s Balancing Act & Jumpstart Savings on a Limited Budget
9/23/2019 – Family Money Skills
10/7/2019 – Changing Your Life Through Better Money Management & Managing Your Money in Hard Times
10/16/2019 – Risk and Protection
10/21/2019 – Real World Retirement Planning
10/29/2019 – Tax Planning in a Changing Tax World
More information about each presentation:
Budgeting 101: Life’s Balancing Act: Covers the basics of creating and maintaining a household or personal budget, including why to create one, how to create one and, most importantly, how to stick to one. Also addresses the issue of debt – how to manage it and ways to begin eliminating it.
Jumpstart Saving on a Limited Budget: This workshop will teach participants how taking small steps and developing a regular continual pattern of saving can lead to greater long-term financial stability and well-being.
Family Money Skills: Basic tools for financial success; helps families gain the crucial life skills needed to make smart financial choices.
Changing Your Life Through Better Money Management: Personal money management tools for low-income families to begin building a more stable financial future.
Managing Your Money in Hard Times: Financially Surviving a Job Loss: Outlines financial planning options for soon-to-be displaced employees or unemployed workers.
Risk and Protection: Protecting what you own is a critical part of individual and family financial planning, particularly for lower-income earning homeowners and renters.
Real World Retirement Planning: Explores the universal reality of retirement, as well as the many savings and investment options individuals can rely on when planning for the future. Offers Information relevant to each stage in a working adult’s professional life – from the twenty-somethings to the final years before retirement.
Tax Planning in a Changing Tax World: Shows consumers how to be a tax “survivor.” Includes information on how to avoid tax mistakes while employing timeless tax strategies and tips that can help them better meet their life’s financial goals.