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Financial Boot Camp

March 9-30, 2010
Time: 7:00 PM - 9:00 PM
Organization: UW-Fox Valley
Address: 1478 Midway Rd.
City: Menasha
State: WI
Zip: 54952
Type: OpenToPublic
Event Audience: Women
Men
General
Senior Citizens (50&)
Senior Citizens (65&)
Young Adults
Low to Moderate Income
Middle Income
Hight Net Worth
Language: English
Disability: Yes
Sponsor: UW-Fox Valley Office of Continuing Education
City: Menasha
RSVP Contact: Cathy Paynter - Office of Continuing Education
RSVP Email: cathy.paynter@uwc.edu
RSVP Phone: 920-832-2636
Media Contact: Chad Nehring CFP
Media Email: cnehring@cfpi-wis.com

In today’s volatile economy, more than ever individuals are concerned about their personal finances.  The problem is, there’s literally so much information available it becomes difficult to understand.
 
Financial Boot Camp is a course that goes back to the basics.
 
Determining Your Financial Aptitude
Learning about money is somewhat like basic training. It’s tough and
 requires discipline, but once you finish you’re in much better shape.  When you learn about the origins of money, and how it flows through our financial system, understanding personal finance makes more sense.  Our first two classes will help you to understand how to “stake your place” in today’s economy, organize your  family’s finances, and learn the basics of investments.  You’ll gain information assisting you in making decisions about your family’s financial plan.
 
Financial Field Training
Now that you have completed “basic training,” you’ll graduate to the “life cycle” of money.  The final two classes will examine how wealth is created, taxed, distributed during retirement, and finally transferred
efficiently at death.  You’ll learn about various types of investments that make sense for you and your family.  We’ll hear from an estate planning attorney about current issues in estate planning as well.

Room: 1352
RSVP Website: www.uwfox.uwc.edu/conted
Primary Contact: Chad Nehring, CFP
Primary Email: cnehring@cfpi-wis.com
Primary Phone: 920-731-9500
Media Phone: 920-731-9500
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