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Simplifying PERSONAL FINANCE
. 2014 FINANCIAL MANAGEMENT CLASSES
All of the classes are designed to
be an introduction to personal fi-
nancial planning. Topics include the
personal finance planning process,
money management and invest-
ments, credit/debt management
and retirement planning. Re-
search, examples and experiences
are used to illustrate important
planning concepts, techniques and
issues. The Personal Financial
Management Program assists Ma-
rines and spouses in increasing
personal and family financial
knowledge and readiness, and
thereby, the Program contributes
incrementally to the operational
readiness of the Marines’ com-
mands. Focusing initially on the first
term Marines, the PFM Program
mission is to impart knowledge and
skills in all facets of basic financial
management to include managing
monthly income, expenses, sav-
ings and credit, as well as consum-
er rights and protections, with the
goal of the Marine achieving im-
portant individual and family finan-
cial goals and objectives. In addi-
tion, the PFM Program provides
Marines knowledge and insights in
the basics of purchasing or leasing
a car, renting or buying a home,
managing personal risks through
insurance products, understanding
the potential for return and risk in
investments, and the financial im-
plications of transition to civilian
life.
Contact: Information (760) 725-6098 Gerald Williams, MBA & Beth Middleton, BA, Financial Counselors/Educators Email: [email protected] or [email protected]
ALL CLASSES AT PACIFIC MARINE CREDIT UNION, BLDG 1105
0900-1200 NO CLASSES ON THE FOLLOWING 2014 DATES:
31 JAN, 30 MAY, 4 JUL, 29 AUG, 31 OCT, 28 NOV, 19 & 26 DEC
FINANCIAL MANAGEMENT CLASSES PROVIDED UPON REQUEST
Managing Income, Expenses, Savings and Credit
Credit and Debt Management
Saving and Investment Options (Basic)
Wealth Management
Consumer Awareness
Banking and Financial Services
Taxes Related to Personal Financial Management
Insurance Options
Legal Issues of Personal Financial Management
Car Buying Options
Financial Planning for Your Move
Housing Options
Financial Planning for Family Separation and Reunion
Major Life Events and Financial Challenges
Time Value of Money
Funding Educational Cost/Student Loan Options
Raising Financially Fit Children
Financial Planning of Your Transition
Retirement Planning/Estate Planning
DISCLAIMER NOTICE The information in the document is for the sole purpose of information and education. We will not distribute or sell any financial
products or services to anyone. Every effort has been made to ensure the accuracy of information presented as factual.
