Topics covered include:
Session 1: Getting Started - Setting SMART Goals (1/25)
Session 2: Saving & Banking (2/1)
Session 3: Cash Flow planning & Budgeting (2/8)
Session 4: Relating w/ money & Shopping for bargains (2/15)
Session 5: Understanding Credit & Dumping Debt (2/22)
Session 6: Understanding Investment vehicles, including insurance (2/29)
Session 7: Planning for Retirement (3/07)
Session 8: Wrap Up - Review of financial plan (3/21)
*You must attend 6 session to receive a certificate.
*** We will not have class on March 14, 2012
About the instructor: Kimberly Kelly-Rolfe
Kimberly Kelly-Rolfe - Financial Advisor with Financial West Group and Owner/Manager of Kelly Rolfe Financial Services (KRFS) - specializing in personal financial management and Strategic Investments. Kimberly is responsible for providing sound financial advice and managing client assets. She started KRFS out of her love for the financial services industry and desire to educate people in managing their finances. She has over 10 years of experience in financial services, writes the "Dollars and Cents" column for Mass Appeal News and Co-hosts the Financial IQ segment for radio station Soul 104.5 in North Carolina.
