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Getting your Personal Financial House In Order

This PD opportunity will cover a number of topics related to personal finance, insurance, saving, investing, emergency funds, paying off debt, HSA’s, HRA’s, Roth IRA’s and more. The session is half discussion and half interactive work examining where you spend your money and setting up a well planned and organized personal budget. This session is for any and all staff members. It is information I wish was presented to me when I was a young teacher! The session is planned for 2 hours.

To get the most out the session, while building a personal budget it would be helpful to bring a couple months of credit card statements, as well as the last two bank statements, and check register. (not required, however, to get a lot out of this session).

Disclaimer: None of what is discussed in this workshop is considered legal advice or financial advice, nor does it assure financial gains, personal benefits for individuals or families, guarantees of improvements of any kind if the suggestions here are implemented by attendees.

The purpose of this workshop is to give our staff members the opportunity to consider some options relating to their, budget, finances, savings, investing, various insurances, retirement planning, debt, credit cards, college loans, and things of that nature. It is an opportunity to take some time to look at their current situation and consider making changes in their current practices if they feel it may improve their situation in any of the areas discussed. This is not considered professional financial nor legal advice in any way shape or form. Attendees can implement, question, consider, or ignore any and all topics discussed.

Presented by Jack Stoskopf
Date(s) January 29, 2019
Time 4:00-6:00
Location(s) D.C. Professional Development Center
# Enrolled 45 of 45
Presenter(s) Jack Stoskopf
Professional Development Hours: 2.0
SORRY . . . this session is full.
If you'd like to be put on a waiting list, please email the Program Administrator.

Current Attendees:
ANGELONI, FAYE BAREGI, JILL BAUDHUIN, LATICIA
BRANDT, JEREMY BRANDT, JOLENE BRANDT, MICHAEL
BUKOWSKI, JENNIFER BULLIS, KRISTINE CUCCHIARELLI, JENNIFER
DEGNER, GLORIA DILBECK, KATIE EDER, KRISTY
FIKE, LEN FRANKLIN, CHERYL FULLER, TARYN
GILBERTSON, KENDRA GOETSCH, CHERYL HAAKENSON, BRITTANY
KOLODZIEJ, HEIDI KOLTON, CHRIS KONKOL, LOIS
KOSTYN, MIKAELA LEMKE, ALEXSANDRA LEPAK, MOLLY
MEFFERD, RIANA MEYER, REBECCA MILLER, NANCY
OOSTERHUIS, JENNY PLAZA, MARIA PRUST, MARIA
QUADE, DANIEL RISLOVE, JOE SALZMAN, JAMIE
SONDELSKI, TRACI SOUKUP, CORINTHIA STRICK, ANGELA
STRICK, JEFF THOMPSON, CHAD THORPE, PETE
UMLAUF, BETH VAN GALDER, KIMBERLY VOLLMER, MEREDITH
WEGNER, SARAH E WHITSETT, DAWN WISTROM, LISA

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