Money: Getting to Know You - My Money and Me (Part 2 of 4)

2013 My Money & Me Webinar Series
Presented by Mark B. Robinson, CIMA® AIFA® and Wanda J. Roberts

Sept. 25 - Part 2 of 4: MONEY: GETTING TO KNOW YOU - My Money & Me!
Using knowledge gained from Part One, participants will examine how debt and spending-related patterns are behavioral or habitual in nature, and that the process for modifying any negative patterns starts with gaining insight into the factors that form and perpetuate both positive and negative relationships with money. With assistance from the instructor, attendees will analyze an example assets, liabilities and net worth statement and cash flow statement for potential and actual problems using personal finance ratios. Attendees will learn the difference between asset allocation and diversification, the difference between ‘risk’ and volatility and how it applies to investment-related decisions. The session concludes with three fundamental concepts for building net worth within the financial markets.

Learning Targets
- Identify potential and actual money problems by analyzing an example assets, liabilities and net worth statement, income statement, balance sheet and cash flow statement
- Define asset allocation, diversification, ‘risk,’ volatility, correlation, ‘variance drain’ and how they apply to investment-related decisions
- Know three fundamental concepts for building wealth
- Saving and investing
- Asset allocation
- Compounding over a multiple-year period

Oct. 9 - Part 3 of 4: GETTING S.M.A.R.T ABOUT GOAL SETTING AND SPENDING - My Money & Me!

Oct. 23 - Part 4 of 4: MANAGE YOUR FUTURE NOW - My Money & Me!

The My Money & Me webinar series has been accepted by the Association for Financial Counseling and Planning Education (AFCPE®) continuing education (CEU) Department for .5 hours of credit for each webinar with a total of 2.0 CEUs. AFCPE will enter this information into their database towards 2012/2013 CEU requirements once members provide proof of completion. Member account status can be checked anytime at . AFCPE continuing education details can be found here:

Created by Wanda Roberts

Primary Audience: Not Set