Intro to Personal Finance, Tax Preparation and Retirement Planning: Your Money Life
with Wayne Goulet
The heart of personal financial planning is making sure that yourvalues line up with how you spend and save. The goal of this course isto remove the mystery from the personal financial planning process andreplace it with the tools needed to take charge of personal financesand life. Personal financial planning provides major benefits thathelp marshal and control financial resources more effectively and facilitate an improved standard of living. Because the emphasis inthis course is on planning, it examines various areas to set andimplement plans aimed at achieving financial goals. These areas include using financial statements and budgets; managing basic assets,credit, insurance needs, and investments; taxes; and planning for retirement.
Session 1: Mar 9 - May 4th, 2020
Mon for 8 weeks from 6:00 - 8:00 pm
52 Institute Road
Burlington, VT 05408 Get directions