Noncredit Course/Event Registration


Registration cannot continue because:
    This class has been cancelled.

For more information and other enrollment options, please contact:
College of Continuing Education - Registration Services
201 Coffey Hall
1420 Eckles Ave
St Paul, MN 55108
Information Center
(612) 624-4000
cceinfo@umn.edu

Financial Planning for Life

Program Overview

Financial planning should center on how we want to live. Money can help us get there, but so can our other resources and assets. This course offers a holistic approach to financial planning in which you'll use your life situation, goals, life direction, and human and financial resources to create a financial plan for the life you want.

To begin, Mark will walk you through two assessments, a risk profile and a survey of your goals, obstacles, and resources. Next, you'll dig deeply into your goals while acknowledging your obligations, and use what you've learned to guide your decision-making. Then, you'll assess your life situation, catalog your finances, develop investment guidelines, and create your individual investment policy statement. Finally, you'll learn the principles of investing and apply them to your own situation.

There will be time for questions, and Mark will offer advice on common concerns expressed by the group. You can benefit from this course no matter what your life stage or how much (or how little) money you have put aside for the future.

Fee includes a box supper.

Event Id: 183343, , 10/29/2009 - 10/29/2009, Continuing Ed & Conference Ctr, See monitor for room assignment; - 1890 Buford Ave, St Paul, M

NOTE: New Registration Process

When you click the Login/Create Account button below, you will be directed to a Web page asking you to log in to your University account. If you have not previously set up an account, simply click the Create a new guest account button to create your Internet ID (using your current e-mail address) and password.

If you have a University account but have forgotten your password, click the Trouble logging in? link on the next page.

University staff should log in using their Internet(x.500) ID and password.