Financial Ratio and SWOT Analysis

This 90-minute web conference will cover: Building skills and confidence to help service members to access timely, accurate, and trustworthy information about assessing their financial position and making strategic cash flow decisions. This presentation is part 2 in a 2 part series. For more information on part 1, visit: https://learn.extension.org/events/976

Dr. Michael Gutter is an Associate Professor and Financial Management State Specialist for the Department of Family, Youth, and Community Sciences, in the Institute for Food and Agricultural at the University of Florida. Dr. Gutter is also the Principal Investigator for the Military Families Learning Network’s Personal Finance Community of Practice. Dr. Gutter is the current President of the Florida Jumpstart Coalition and serves on the editorial boards for the Journal of Consumer Education and the Journal of Financial Counseling and Planning. The common theme that connects Dr. Gutter’s Research, Teaching and Outreach is helping households achieve financial security. Dr. Gutter’s outreach projects include Managing in Tough Times, Florida Saves, Get Checking, and the Florida Master Money Mentor. His projects focus on enabling access to resources and services as well as improving people’s knowledge and understanding about family resource management. These projects have had funding from the Consumer Federation of America and Bank of America.

To connect to this webinar, which is hosted by DoD, you must install security certificates if you are not on a military installation. Instructions for can be found: http://blogs.extension.org/militaryfamilies/files/2012/06/DoCCertificate.pdf

Selected research articles and online resources have been identified to enhance this web conference for participants. These readings are located: http://create.extension.org/sites/default/files/RatioAnalysisBackgrounder.pdf

Please review this case study that will be used in this web presentation: http://create.extension.org/sites/default/files/MFLN%20PF%20Case%201%20overview.pdf

Budget: http://create.extension.org/sites/default/files/MFLN%20PF%20case%201%20statements.pdf

If you can't connect to the DCO/DoD system, you can use this link to get a stream http://www.ustream.tv/channel/milfamln

* If you were unable to join the live session of this web conference and have viewed this archived session, you may be eligible to receive 1.5 AFCPE CEUs (if AFC credentialed) by taking a short quiz about this sessions content. To do so, please review these instructions: http://create.extension.org/sites/default/files/campusextensioninstructions.pdf

Created by Molly Herndon

1 Comment

These sessions have been very helpful. I've had clients present with very healthy annual incomes and net worth statements and are confused and frustrated as to why they are still struggling to make ends meet and pay down their consumer debts in their day-to-day lives. What I'm taking away from these sessions are some additional ways to meet these clients where they're as far as their perspective, by employing some of these other strategic level assessments. Perhaps helping them develop a more comprehensive perspective at this higher level might help lead them to more readily understand the benefits of approaching and managing their finances on a more tactical or monthly basis.

Thumb_jerry_buchko_351x351 Jerry Buchko

over 4 years ago

Primary Audience: Not Set