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Women and Money- A Beginner's Class
Saturday, March 26, 2016, 10:00am - 11:30am
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Contact Pat Frederiksen 303-919-1020
• Goals – The Planning Motivator
• The State of Your Finances – Getting Organized
• Your Risk Tolerance – Determines Investment Choices
• Money Going Out – Creating a Budget
• Money Coming In – Assets and Income
• How Taxes and Inflation Affect Your Money
• Insurance = Money Protection
Taught by Jo-Ann Holst Certified Financial Planner™
Free Handouts and complimentary Snacks.
• The State of Your Finances – Getting Organized
• Your Risk Tolerance – Determines Investment Choices
• Money Going Out – Creating a Budget
• Money Coming In – Assets and Income
• How Taxes and Inflation Affect Your Money
• Insurance = Money Protection
Taught by Jo-Ann Holst Certified Financial Planner™
Free Handouts and complimentary Snacks.
Location At the 1st Bank Building in Belmar- 550 S. Wadsworth Blvd Lakewood, CO 80226
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