Financial Essentials, LLC

Teaching Personal Financial Planning Skills

Unbiased Education - Not Sales

 

 

This is a fun and interactive workshop to help young people get off to the right start with their finances.  We give them the fundamentals of saving, investing, and protecting their wealth.

Workshop topics include:

• Why You Need to Plan
• The Magic of Compounding
• Tips for Saving
• "Paycheck Surprise" - Where did all of your money go?
• The Basics of Investing, including, understanding stocks, bonds, and mutual funds
• The Basics of Owning a Checking Account
  • How to Write a Check
  • How to Balance a Checkbook
• Understanding Credit and Debit Cards
• Preventing Identity Theft

You will also receive worksheets to help you follow and implement our program.

You can book a live Workshop or Webinar for groups of 15 or more, or you can purchase this program on CD.

If you have any questions, please email us at info@financialessentials.net, or give us a call at 661.254.4228

 

Now Available on CD

Young Adults' Guide to Finances

$45 (plus shipping)

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Cheryl L. Bernstein, CFP

Wendy I. Morgan, CPA