Financial Essentials, LLC
Teaching Personal Financial Planning Skills
Unbiased Education - Not Sales
Now Available On CD
Young Adults' Guide To Finances
Help Your Teens Learn About Finances Before You Send Them Off to College. This Workshop will teach them about:
¨ Money Basics
¨ Credit and Debit Cards
¨ Checking Accounts and Electronic Banking
¨ The Basics of Investing
¨ Identity Theft
How to Invest In Mutual Funds
¨ Learn About Stock Funds, Bond Funds and Money Market Funds
¨ Learn to How to Match Your Objectives to Fund Objectives
¨ Learn About the Risks and Rewards Involved in Different Funds
¨ Learn When to Sell A Fund
"Presenters were very friendly and open, encouraging question and open discussion."
"Love you guys - wonderful energy and lots of good info & entertaining."
"This workshop covered more information thoroughly in an impressively short time."
"Good explanations with simple examples"
"You cover some exciting areas I was not aware of."
"Gave me a total awareness in the importance of providing for a secure financial future"
"Excellent!"
"The tips are excellent!"
Paycheck Management
¨ Exactly How Much of Your Paycheck Should Pay For:
* Housing (rent or mortgage) * Transportation (including car payments) *
* Childcare * Debt (credit cards, student loans, etc) * Food *
* Clothing * Etc...
¨ How to Have Money Between Paychecks
¨ How to Prioritize Bills for Payment and Save for Retirement
Debt Management
¨ An Easy, Step-by-Step Debt Elimination Plan
¨ Ways to Cut Expenses
¨ And How To Find Money To Pay Off Your Debt
Cheryl L. Bernstein, CFP
Founder
Workshops
