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FINANCIAL PLANNING IN A DOWNTURN:
Turning Financial Challenges into Opportunities
Saturday, 7/26, 10 am - 12 noon
Many of us have been challenged by all the continuing changes in the economy, like
* anxiety about our jobs/income,
* worries about gas/energy & other prices,
* how to manage investments & risks in a volatile market
Manifest is teaming up with two financial planning professionals to help you turn your financial challenges into opportunities as we all try to deal with the downturn. In this workshop you'll learn about & get to ask questions about:
* Budgeting in uncertainty
* Debt consolidation
* Investing in a volatile market
* Seeing the forest for the trees (managing both tactical & strategic visions & objectives)
* Turning fear into practical risk management & vision work
TENTATIVE SCHEDULE
10:00-10:15 Intros & Snacks & Beverages
10:15-10:30 Journaling Visions, Fears, & Questions
10:30-10:45 Sharing Visions, Fears & Questions
10:45-11:00 Joe Grandy: Presentation About Budgeting & Debt Consolidaton
11:00-11:15 Robert North: Presentation about Investing & Risk
11:15-11:45 Questions & Answers
11:45-12:00 Next Steps & Wrap Up Bullets
DONATION: $10-$45 benefits Manifest, a non-profit men's wellness community that empowers men to manifest wellness & love through community. No one turned away for lack of funds & work-study available.
FACILITATOR BIOS:
* Robert North, Morgan Stanley Financial Planner
* Joe Grandy, Book-keeper & Business Consultant
INFO: Bart at 503-223-8822 x2
When & Where
4906 NE 22nd Ave Portland,
97211
Saturday, July 26, 2008 from 10:00 AM to 12:00 PM (PT)