Budgeting & Financial Planning Workshop

Do you want more control over your finances? Do you want to have confidence in your ability to give financially? Are you ready to experience true abundance? This interactive workshop will cover a variety of topics related to good stewardship of your financial resources: • Retirement – Expectation and reality are not always aligned. How can you recalibrate to make sure you are on track to meet your goals? • Is your investment strategy aligned with your future goals? • Budgeting – Reviewing different tools to help with managing a budget • Saving – Review a case study showing an individual saving during the greatest bull market (1995 – 2001) or beginning to save at the start of the financial crisis (2008 – 2014) • Financial Planning – Be aware of what you CANNOT control; focus on what you CAN control o We will walk through an example of a comprehensive financial plan. Bring a binder with a few sheets of paper, pencils with erasers, and a willing attitude, and you will gain the true confidence and satisfaction that comes from gaining control of your finances. You will learn, laugh, have fun and develop your own personal and workable budget. Materials are provided. Instructor: Jerrod Ferguson, CFP of Raymond James Financial Services teaches this workshop. Jerrod is a practicing Certified Financial Planner who has worked with hundreds of clients over a long and successful career. He believes that managing one's income and expenses is the required starting point for a successful financial plan. Love Offering (all proceeds to Unity of Pasadena)