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.
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. Along the way we’ll inject insights on risk and return, diversification, financial markets, credit scores, and retirement planning.
Jerry Platt, MBA, PhD — Emeritus Professor of Finance & Dean, San Francisco State University
Jason Platt, MBA, CFP — VP, Financial Advisor, Wealth Management, Citizens Securities Inc.
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Registration TypeFeeReg. Deadline
|Early-Bird Workshop Fee||$60||Sept. 30|
|Regular Workshop Fee||$80||Registration any time, space permitting|