Financial Literacy Series May 2021

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Name: Financial Literacy Series May 2021
Date: May 3, 2021 - May 21, 2021
Registration: Register Now
Event Description:
Financial Foundations for Wealth Creation focuses on the ability to manage personal finances through education about basic budgeting, investing, personal credit, real estate, retirement and tax planning. In this course, students will learn to evaluate barriers to entry and potential markets using decision-making tools like cash flow statements and budgets.

Monday, May 3, 2021  1:00PM - 4:00PM, CST  - LaTasha Battle 
Money Mastery Basics (Money 101)

In this segment students will focus on understanding the basics of money management including:  setting up and managing a monthly budget, determining wants vs needs, finding and plugging spending leaks, money personality, recognizing spending triggers and money saving tips.

Saturday, May 8, 2021  10:00AM - 1:00PM, CST  - Tamera Dervin 
Budgeting Basics 
In this segment students will focus on understanding the basics of money management including:  setting up and managing a monthly budget, determining wants vs needs, finding and plugging spending leaks, money personality, recognizing spending triggers and money saving tips.


Saturday, May 15, 2021  10:00AM - 1:00PM, CST  - Vanessa Dukes
Risk management and Insurance
In this section students will develop an understanding of insurance and ways to manage risk. Within this instruction, participants will learn about the various types of insurance including medical, car, and renter’s life and will understand why purchasing insurance is necessary.

Thursday, May 20, 2021  4:00PM - 7:00PM,CST  - Jeffrey Wilson
Retirement Planning 
In this unit students are provided with an overview of retirement designed for those in the early stages of retirement or those about to retire. This course will walk you through difficult retirement decisions such as asset allocation, income planning & pitfalls to avoid. Students will also receive financial tools to help you better understand risk, taxes, budgeting, & estate planning.


Friday, May 21, 2021 1:00PM - 4:00PM,CST  - LaKesha Lundy
Investing Fundamentals
In this participants will gain an understanding of what investing is. Within these lessons they will learn about a variety of investment strategies and techniques to increase long-term financial security.
Event Media:
Location:
ONLINE - Joseph Business School - Forest Park Plaza
7600 West Roosevelt Road
Forest Park, IL 60130
gthompson@jbs.edu 
Date/Time Information:
Monday, May 3, 2021  1:00PM - 4:00PM, CST  - LaTasha Battle 
Money Mastery Basics (Money 101)

Saturday, May 8, 2021  
10:00AM - 1:00PM, CST  - Tamera Dervin 
Budgeting Basics 

Saturday, May 15, 2021  10:00AM - 1:00PM, CST  - Vanessa Dukes
Risk management and Insurance

Thursday, May 20, 2021  4:00PM - 7:00PM,CST  - Jeffrey Wilson
Retirement Planning 

Friday, May 21, 2021  1
:00PM - 4:00PM,CST  - LaKesha Lundy
Investment Fundamentals
Contact Information:
JBS Staff
Fees/Admission:
The fee for this series is FREE!

Registration is required.
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