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Family Finance Workshop

October 1 @ 7:00 pm

Eight Sessions, Starting October 1, 2019, 7:00pm [Full Schedule Below]

Venue ==> Capital Community Church, 20430 Ashburn Village, Ashburn VA 20147

Admission: FREE

Register Here ==>  

Among many other characteristics, a family is a small business; it generates income and pays bills, incurs debt and makes investments, and like any small business it benefits from sound financial management.  Paradoxically, family members often are under-prepared for such roles. This hands-on workshop provides guidance, strategies, tools, and motivation to help family members become pro-active and confident contributors to successful household financial planning, decision-making, monitoring and maintenance.

This conference is for anyone interested in better management of their household finances.

In PART I (Sessions 1-4) we’ll examine the family life cycle, proper calibration of current economic well-being, the setting of both aspirational and realistic financial goals, and the identification of current constraints to their achievement.  We’ll then learn data-informed strategies and techniques for addressing the two most important financial management skills: the monitoring of routine household transactions and the ability to make the occasional big decisions based on subjective but mindful tradeoffs rather than cognitive biases.   

Given that foundation, in PART II (Sessions 5-8) we’ll inject practical insights and best practices regarding  risk and return, diversification, financial markets, student financing, retirement planning, — and additional topics based upon attendee requests.

Workshop Leaders:

PART I ==> Jerry Platt, MBA, PhD — Emeritus Professor of Finance & Dean, San Francisco State University

PART II ==> Jason Platt, MBA, CFP — VP Wealth Management, Financial Advisor, Citizens Securities Inc. 

Questions? ==>

  • Schedule:

    • Session 1 – Tue Oct 1 @ CCC — 7:00pm

    • Session 2 – Tue Oct 8 @ CCC — 7:00pm

    • Session 3 – Tue Oct 15 @ CCC — 7:00pm

    • Session 4 – Tue Oct 29 @ CCC — 7:00pm

    • Session 5 – Fri Nov 1 @ CCC — 7:00pm

    • Session 6 – Sat Nov 2 @ CCC — 10am-Noon

    • Session 7 – Fri  Nov 22 @ CCC — 7:00pm

    • Session 8 – Sat Nov 23 @ CCC — 10am-Noon

  • Tentative Topics:

PART I: Family Finance Basic Concepts, with Jerry

    • Family Life Cycle & Calibration; Financial Goals & Literacy

    • Monitoring Your Family Finances

    • On Making Big Family Decisions

    • Credit Bureaus, Reports and Scores

PART II: Family Finance Best Practices, with Jason

    • An Overview of Financial Assets & Markets

    • Risk Measurement and Protection

    • Special Topics: ETFs, Student Loans, IRAs, …

    • Special Topics: Retirement & Estate Planning, …





October 1
7:00 pm
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