Personal Financial Strategy Workshop June 13, 2024 -

A: MWM/PKF Personal Financial Strategy Workshop is an introductory course designed to help participants make a personal assessment of their financial goals and provide guidance towards their achievement

Learning Outcome:

At the end of the training, participants will be able to make a personal assessment of their ability to achieve their financial goals and, if necessary, put in place practical steps to address any shortfalls or to grow their wealth.

• Introductions, workshop outline and icebreaker

• Understanding the current economic environment and its impact on achieving your financial goals and objectives

• Understanding Giftedness and the roll it plays in achieving your financial goals

• Developing your personal financial vision statement

• Financial Planning: How Much Will I Need to achieve my FInancial goal ?

˥ Personal Financial Assessment

• Budgeting

˥ Budget Assessment: Needs vs Wants

˥ Financial Gap Assessment

• Financial Strategies:

˥ Fundamental Understanding of Financial Instruments:

ჿ Savings Accounts

ჿ Bonds

ჿ Stocks

ჿ Mutual Funds

˥ Supplementing Income through Investing and Savings

• Repaying your Financial Debts: Mortgages

˥ Fixed Rate Mortgages

˥ Adjustable Rate Mortgage

• Starting a Business

˥ Developing a business idea

˥ Importance of Giftedness in starting a business

• Wrap up: course assessment

• Elective Individual Consultations - 10 minutes

• Closure