Money Matters: Moving Forward
Too many times we have the right questions however not the right person to ask. Money questions tend to work like this. Maybe we are not sure who to trust or where to look for applicable answers to money related questions. Delays in your financial life can lead to
potential issues with stress, anxiety, depression, or just stuck in a rut. Knowledge is empowering and getting the right information to the right people helps them move to the next stage of their financial path. Join us in your search for financial answers and strategies in an effort to move people forward. The session will be broken in to three areas:
• Raising Financially Independent Children
Exploring ways to integrate money and self-confidence principals into everyday occurrences for kids.
• Budgeting & Saving Fundamentals for Stress Relief
Looking at the whys and how’s of these important financial areas – Why budgets fail or failing to start one. How to implement a budget or savings plan that survives. How having a savings safety net works to reduce stress and anxiety.
• Getting Out in Front of Stressful Long Term Financial Goals
What is it about saving for a goal in the distant (or not so distant) future that creates stress? The goal could be many things, like retirement, college, or making a large purchase. We will explore what causes the stress and the steps people can take to reduce their stress level.
March 2, 2018
9 a.m. – 12 p.m.
|# of CEU's:|
Mike Fulkerson, AWMA
|About the Presenter:|
Mike Fulkerson is an Independent Financial Advisor for individuals and small businesses. He is an Accredited Wealth Management Advisor designee with over 15 years of experience. Mike’s unique approach centers largely on client education and interaction. This approach allows clients to be part of the team rather than bystanders. Outside of the office Mike can be found coaching youth football for his older son and working on HO scale hobby trains with his younger son.