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DMBA Financial Planning Workshops

You are invited to attend a Financial Planning Workshop presented by DMBA's financial planner Shon Eckert (see workshop details below). This will be part 1 of a 6 part series offered in the evening hours. Space is limited. Please RSVP to benefits@byui.edu to indicate your interest and to reserve your spot. Spouses are welcome!

Workshop Details:

When: March 18th (5:00pm - 6:30pm)
Where: Taylor Building (Room 120)

Part 1 Financial Planning
Topics discussed will include:

  • Cash Flow
  • Budget / Financial Position
  • Debt
  • Short-term Financial Goals
  • Long-term Financial Goals
  • College Education
  • Special Circumstances


Future Workshops:

  • Part 2    Investment Planning
  • Part 3    Estate Planning
  • Part 4    Insurance / Risk Planning
  • Part 5    Retirement Planning
  • Part 6    Tax Planning


Questions

       Please call TJ Ashment, Human Resources, 496-1711