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Money: Getting to Know You - My Money and Me (Part 2 of 4)

2013 My Money & Me Webinar Series
Presented by Mark B. Robinson, CIMA® AIFA® and Wanda J. Roberts

Sept. 25 - Part 2 of 4: MONEY: GETTING TO KNOW YOU - My Money & Me!
Using knowledge gained from Part One, participants will examine how debt and spending-related patterns are behavioral or habitual in nature, and that the process for modifying any negative patterns starts with gaining insight into the factors that form and perpetuate both positive and negative relationships with money. With assistance from the instructor, attendees will analyze an example assets, liabilities and net worth statement and cash flow statement for potential and actual problems using personal finance ratios. Attendees will learn the difference between asset allocation and diversification, the difference between ‘risk’ and volatility and how it applies to investment-related decisions. The session concludes with three fundamental concepts for building net worth within the financial markets.

Learning Targets
- Identify potential and actual money problems by analyzing an example assets, liabilities and net worth statement, income statement, balance sheet and cash flow statement
- Define asset allocation, diversification, ‘risk,’ volatility, correlation, ‘variance drain’ and how they apply to investment-related decisions
- Know three fundamental concepts for building wealth
- Saving and investing
- Asset allocation
- Compounding over a multiple-year period

Oct. 9 - Part 3 of 4: GETTING S.M.A.R.T ABOUT GOAL SETTING AND SPENDING - My Money & Me!

Oct. 23 - Part 4 of 4: MANAGE YOUR FUTURE NOW - My Money & Me!

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The My Money & Me webinar series has been accepted by the Association for Financial Counseling and Planning Education (AFCPE®) continuing education (CEU) Department for .5 hours of credit for each webinar with a total of 2.0 CEUs. AFCPE will enter this information into their database towards 2012/2013 CEU requirements once members provide proof of completion. Member account status can be checked anytime at http://members.afcpe.org . AFCPE continuing education details can be found here: http://www.afcpe.org/certification/continuing-education.php.

https://youtu.be/j2VyGCM5lyk

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The Extension Foundation was formed in 2006 by Extension Directors and Administrators. Today, the Foundation partners with Cooperative Extension through liaison roles and a formal plan of work with the Extension Committee on Organization and Policy (ECOP) to increase system capacity while providing programmatic services, and helping Extension programs scale and investigate new methods and models for implementing programs. The Foundation provides professional development to Cooperative Extension professionals and offers exclusive services to its members. In 2020 and 2021, the Extension Foundation has awarded 85% of its direct funding back to the Cooperative Extension System, 100% of funds are used to support Cooperative Extension initiatives. 

This technology is supported in part by New Technologies for Ag Extension (funding opportunity no. USDA-NIFA-OP-010186), grant no. 2023-41595-41325 from the USDA National Institute of Food and Agriculture. Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of the U.S. Department of Agriculture or the Extension Foundation. For more information, please visit extension.org. You can view the terms of useat extension.org/terms.

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