Make a Financial Plan

Money! Money! Money!

This seminar is about understanding the concepts of money, currency, and wealth and why we do not have enough money to spend for everything that we desire and/or future life events. This course challenges preconceived notions about money and wealth. If money is considered to be given more value than you then it may be given more power than it deserves. By placing a certain value on ourselves based on money alone creates a mindset that only certain people are worthy of having it. This is the root of many money issues. Money in and of itself is not evil. It is not good either. It is neutral. The value that it has is what we give it. In this course you will learn how the value of the U.S. dollar has changed throughout history. Understanding this places you in a position of power to determine the value you give it in your life. The government should never determine how you value money, but we allow the government to do it every day which is not wise considering that the U.S. government is grossly indebted. Now that you have retired and are living on your retirement income, social security, and or your savings you may find it difficult to make ends meet. The topics that will be covered in this session aim to provide you with the tools to be financially independent. This course will assist you with ensuring that you have enough money to not only make ends meet but to treat yourself. You deserve it. You have worked, raised children, and/or contributed to society now it's your turn to enjoy your life.

Course curriculum

  • 1

    So What's This All About?

    • Introduction

    • The Power of Money

    • The Secrets of the Dollar

    • How to use this course

    • Before we begin...

    • The Difference Between Your Network and Self Worth

  • 2

    Live Session

    • Video Presentation

  • 3

    Financial Planning Tools

    • Personal Financial Planning Website

    • Credit Karma: Free Credit Score & Reports

    • Experian Boost

    • Mint: Budget Tracker and Planner

  • 4

    Money Management

    • Financial Goal: Definition & Examples

    • Calculating a Personal Cash Flow Statement

    • Personal Balance Sheet: Uses & Examples

    • How to Create a Personal Budget: Tools & Examples

    • Importance of Allowance in Personal Budgeting

    • Spending Money Wisely as a US Consumer

    • Household Budgets & Personal Financial Management

    • Preparing & Responding to Changes in Income

    • Net Worth: Personal Assets & Liabilities

  • 5

    Your Financial Future

    • Creating a Retirement Plan

    • Creating an Estate Plan

    • Identifying and Planning Retirement Income, Needs, and Goals

    • Avoiding Becoming a Victim of Senior Fraud

  • 6

    Next steps

    • More resources for you

    • Before you go...

Learn the Secrets of Money

Create a solid financial foundation