Dates:
New Dates to be Announced

Time:
6:00 - 9:30 p.m.

Location:
TU Campus 

Fee:*
$69.00 per person in advance
$79.00 per person at the door

*subject to change for future programs

Successful Money Management

Successful Money Management is not just about managing your money.  It's about managing your future. This workshop will teach you proven tax-reduction techniques and powerful money management ideas.  You'll find out how to build a diversified investment portfolio and evaluate your tolerance for risk.  You'll discover the wealth-building strategies of expert investors and learn how to achieve your financial goals. 

The workshops are structured to provide active involvement with your instructor and as part of your   coursework, you will learn how to develop a personalized plan that addresses your unique concerns and aspirations.

The information presented is factual and objective and no financial products are discussed or sold.  Following the class, you will be entitled to an optional private consultation with your instructor.

Specific Topics Covered:

	Creating a financial plan
	Cash reserve investment options
	Understanding equity investments
	Keys to mutual fund investing
	Balancing your investment portfolio
	Retirement planning
	Risk management
	Estate planning

Who should attend?

Anyone interested in successful financial planning and improving their retirement plan

Additional Information:

	Taught by a local Certified Financial Planner
	Your spouse or a guest may enroll at no extra cost
	Tuition includes all course materials
	Course materials include a 140-page illustrated color workbook with the most current financial information available