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Organizing Your Finances & Investing Made Simple Workshops


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Personal finance educator Karen Chan will host TWO workshops on Thursday, April 12, 2018.

Workshop 1: 12:00pm -1:30pm
"Twelve Months to Take Charge of Your Finances"
You'll learn how to get your finances in order by focusing on one part of your financial life each month. You’ll learn where your money goes, evaluate your debt, and estimate your income in retirement.

Workshop 2: 4:00pm - 5:30pm
"Investing Made Simple"
Karen will make stocks, bonds and mutual funds crystal clear using the story of a young company called Freddie’s Finest Furniture. You’ll learn how to put that information into use as she explains index funds and target date retirement funds, and how they can simplify your investing decisions.

RSVP: https://ucinclusion.wufoo.com/forms/z4lewxe1bcub5e/

Thursday, April 12
Workshop 1: 12pm -1:30pm - Lunch will be provided
Workshop 2: 4pm -4:30pm
5710 S. Woodlawn Ave. CI+I Community Lounge