Have you already licensed the Controlling Your Financial Future Workshop and need more workbooks? Packaged sets of 25 are available. You save when you buy more than one!
What customers say:"The worksheets in this course saved me time and money helping workshop participants implement what they learned."
Available in these media formats:
Workbooks only available in print format.
Take a look inside:
See an excerpt from the workbook participants receive during the workshop
Designed for the employer market, in the
"Controlling Your Financial Future" employee education workshop, you'll teach participants the basic financial management skills they need to productively and confidently reach their financial and values-based goals, reduce debt and dig up dollars for retirement.
This workshop is designed for middle-market employees or consumers in the 25 - 50 year old age group, although individuals who earn more or are older will also greatly benefit. Participants learn successful financial planning tools and create an actionable action plan using an interactive, hands-on course design that increases the application and retention of new skills. Spouses are strongly encouraged to attend for no additional fee. Group sizes of 25 - 35 (including spouses) are recommended for best results.
In this program you help participants:
- Discover how they can control their financial future by controlling their monetary investing and spending
- Evaluate their current financial situation and identify how and where to work more effectively
- Clearly define and prioritize financial goals
- Apply wealth-building principles and determine which types of investments allow them to reach their financial goals
Plan for reducing personal debt
- Learn how to make changes and exert control over their financial future through use of a spending plan (budget)
Here's what you'll gain:Each pak contains 25 course workbooks
(see excerpt here) that include:
- Learning aides and worksheets to complete during the course or at home
- Individualized worksheets that break down the financial planning process:
- The Quick Check Financial Assessment
- Net worth worksheets and summary
- Identification of financial values and goals
- Debt reduction worksheet
- Daily and weekly spending tracking sheet
- Monthly and annual spending plan
- Action Plan for Controlling Your Financial Future
See what others who have used this product are saying:
"Thanks for the terrific program! The evaluations from the maximum-attendance class were outstanding. There were many positive comments about your hands-on, easy to understand approach to personal financial planning, and the participants liked the reproducible forms and handouts that will enable them to gain control of their financial futures."
"The workshops provided many useful strategies for budget and retirement planning and you did an excellent job presenting the complex information in an easy to understand manner. We received many positive responses from employees who attended the seminars. Several indicated they are able to make more informed and responsible decisions regarding their budget issues. Others, who had not addressed long-term financial planning, have taken steps to implement a course of action as a result of these seminars."
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you find that you need to return this merchandise please see our refund policy.
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