Teach Your Children Well: Fundamentals of Personal Finance

$80.00

Teach Your Children Well: Fundamentals of Personal Finance

$80.00

Help your child become financially literate. Join our class with Linda Black, a local financial planner with LifeMark Securities, will help students gain knowledge and skills to manage their financial resources effectively.

Description

Linda Black, a local financial planner with LifeMark Securities, will spend four weeks sharing her knowledge of financial confidence and responsibility. The kids will leave with a greater understanding of our financial system and the need for personal planning and budgeting.

  1. History of Banking
  2. Budgeting and Planning
  3. Determining Value
    • Pet Rocks
    • Assets
    • Compounding Interest
  4. Debt
    • Need for debt
    • Debt Responsibility
    • Debt Avoidance

Additional Course Details

    • Age Range: 9-15 (approx. 4th to 9th grade)
    • Schedule: Jan 7, 14, 21, 28
      • 2pm to 3:30pm
    • Course Cost: $80
    • Supplies: All provided

Instructor

Linda has extensive experience counseling clients on portfolio construction, retirement issues, estate planning, and asset protection strategies. She frequently lectures on investment and personal finance topics for various organizations in her community. Linda Black has worked within the financial services industry since 1998 with investment and insurance companies as well as securities firms. She has a solid financial foundation, and knowing the industry from the inside out gives her a clear advantage in understanding investment products and contracts.

A proud recipient of The American College’s Chartered Financial Counselor (ChFC) designation, Retirement Income Certified Professional ( RICP) and the Global Fiduciary Steward (GFS), Linda is experienced, competent and approachable.  She is licensed to practice in Alabama, California, Maryland,  Ohio, Tennessee, Virginia and Washington.

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