Getting S.M.A.R.T. about Goal Setting and Spending - My Money and Me! (Part 3 of 4)

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

Oct. 9 - Part 3 of 4: GETTING S.M.A.R.T ABOUT GOAL SETTING AND SPENDING - My Money & Me!
In this third part of the series participants will learn how to set goals using S.M.A.R.T. criteria and how to develop a personal spending plan to meet those goals. Participants will also learn how behavior and emotion-based assumptions about money and spending may negatively affect how money-related decisions are made. Attendees will be presented with a Money Personality Profile worksheet to help them better understand their relationship with money. Examples on what types of financial instruments are appropriate for meeting short-term goals, and what types of investments are more appropriate for reaching longer-term goals conclude the session.

Learning Targets
- Overview of behavioral economics
- Identify how and why most money-related decisions are made
- Know how to utilize the SMART goals model to set financial goals
- Know how to develop a sensible and realistic spending plan for reaching financial goals
- Differentiate between immediate, short-term, intermediate and long-term financial goals
- Understand what types of financial instruments are more appropriate for meeting short-term goals, and what types of investments are more appropriate for reaching longer-term goals

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

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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 http://members.afcpe.org . AFCPE continuing education details can be found here: http://www.afcpe.org/certification/continuing-education.php.

Created by Wanda Roberts

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