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What participants are saying about our Build Your Own Financial Plan program:
Why Plan? One Woman's Story
When you hear about financial planning, you might think it's a good idea to plan but say to yourself, "I'll plan when I have money", "I'll plan when I get out of debt", "I'll plan when I have more time" or "I'll plan tomorrow." Sometimes it's difficult to see the benefits of a financial plan until you've gone through the planning process yourself. After taking our "Build Your Own Financial Plan" course, "Gail" saw first hand the amazing benefits of having a plan. Click on the link to read about Gail's story of transformation.
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Everything we needed to know
"I had a briefcase of papers, clippings, and monthly statements, always worrying about it, and always meaning to ‘get around to it’ some day. The homework really helped me to analyze my financial status, so that I knew exactly where I stood.
Because the class members shared their situations, and had their own questions, that contributed to the learning experience as well. I felt comfortable to discuss my concerns as well as my mistakes, knowing that I would be treated in a non-judgmental way. I really appreciated the support and encouragement that I received. All in all, it was a very friendly and casual way to learn about serious matters.
They took us through more than just RSP and Mutual Funds. Everything we needed to know to take care of our financial lives was discussed. The cookies were great, too!" ~Lynne, Research Lab Administrator
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The Tone was Perfect
The Learning Guide for the course does a great job breaking down a scary subject into manageable pieces. It’s written in very accessible language and the tone was perfect - folksy, friendly, encouraging. The quotations and examples were great as they helped to emphasize certain points. I especially appreciated that you and Karin included your own stories too as it personalized the whole thing. ~Marnie W.
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All the things we worked on in the course helped us to focus on how we were using money and it helped us begin to talk about money – that was a hard thing for us to do. Going in, I had hoped that it would open things up for us, but I’m blown away at how it did. I think that was the most valuable thing for us.
And I liked that the course ran a couple of hours every week because we had time in between to think about the class, talk and do the work in between. ~Karin, Retired
What partipants are saying about our Investing with Confidence workshop:
"I wanted to be a little bit more knowledgeable about the choices my financial planning firm was making on my behalf. I wanted to be sure that they were congruent with my goals. I realized that they have been. Now when they call to suggest changes, I know if what they are suggesting is veering off my path or if it is right on target.
Both instructors were really clear and focused. They stayed on task and managed to get through the full curriculum – no participant monopolized the class time and yet we all had an opportunity to ask questions.
Karin and Sheila were able to answer questions in a way that we were all able to benefit from each others questions." ~Maria Masci
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I came away with the tools and the language to speak to an advisor so I don’t feel intimidated – the course helped me realize that I’m hiring the advisor and that I have the power.
It was a good kick start and made me want to take charge. ~Kristiann Allen, Manager of Education and Curriculum, Women’s Hospital (and new mom).
What participants are saying about our Live the Life you Want with the Money You Have! workshop:
"My daughter wanted to take a good look at her finances because she was thinking about starting her own business. I went because it was something we could do together. It was a great opportunity for me to re-evaluate – it gave me a chance to sit down and look at my net worth and it motivated me to ask some important questions about my pension. It was great for us both!
The two women are exceptional, they are able to take any question and answer it thoroughly and properly. I’m a teacher and they get top marks from me." ~Joy Thompson, Teacher
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