"The best way to predict the future is to take charge, take control, and create it!"

 --Patricia Stallworth

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         Transitions

           - Divorce

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Money
 





 

 

Join the Minding Your Money Club! Members receive  tips and strategies to help you take control of your money and stay on track.

 

Financial Planning Seminars

Minding Your Money Seminars

Join us for a Minding Your Money Seminar! We present public and private financial education live seminars and teleseminars for associations, employees, churches and organizations. Many of our seminars are based on the principles of the Minding Your Money Book Series and we always provide references for further study. We do not sell investments or insurance so the information we provide is not only thorough but objective information you can apply to your specific situation. 

 

Contact us and tell us about your project. We will be happy to tailor a seminar or a series for your group.

 

A Sampling of Our Most Popular Programs:

"Both poverty and riches are offspring of thought."

                            --Napoleon Hill, Think and Grow Rich

Creating a Wealthy Mindset

Creating a Wealthy Mindset is a Core Course and it is a recommended prerequisite for all courses. Having a wealthy mindset opens the door to positive change in your life. Wealthy, in this case, not only refers to financial abundance, but health and fitness, relationships, mental peace, and a spiritual connection.

 

Creating a Personal Financial Picture

 

In this seminar, participants examine their personal records to create a snapshot of their current financial situation. Participants create a net worth statement and develop a cash flow management plan.

 

Goals and Plans

 

In this seminar, participants choose a goal to work toward, determine the gap they need to fill and create an action plan to make it a reality. Some common goals include: debt reduction, purchasing a house, and planning for retirement.

 

Learning to Live Debt Free

 

In this seminar, participants take an honest look at where they are and develop an overall plan to eliminate debt, create an action plan for the future and explore strategies to keep from repeating past mistakes.

 

Investment Planning

 

Participants learn investment basics and then develop a personal investment plan and portfolio to achieve identified goals.

 

Risk Management

 

Participants explore obstacles that could derail or spell disaster for their future and develop a plan to deal with as many of them as possible in advance. Discussions include different types of insurance, and tax and estate planning.

 

Working Your Plan and Making Adjustments

 

This seminar assists participants in completing their goals and staying on track. We discuss motivation, accountability, and responsibility as well as developing overall and auto systems so that you minimize the amount of time needed to manage your money.

 

Transitions

 

Participants learn strategies to deal with the stuff that life throws at you such as divorce, death of a spouse, loss of a job, kids, and even inheritances.

 

For Women Only

 

The For Women Only series is a customized seminar series that covers basic and/or advanced strategies for women. Organizations can choose the level and type of seminars to include in this course.

 

 

 

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*Minding Your Money is a division of PS|Worth, LLC.