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New Wednesday Night Class Starting September 3rd
The 5 F’s of Life – Faith, Family, Finance, Fellowship, Fun
Taught by Lee Brewer and Nathaniel Henein
Week |
Topic |
One
9.03.08 |
Introduction,
Objectives, Rules and God’s Word
– a quiz for you alone…
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Two
9.10.08 |
BUDGETS -
thoughts on the basics of Family financial strategies – Setting the budget numbers, thoughts from the Bible, the secular thumb rules, and Short, medium and long term planning
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Three
9.17.08 |
PLANNING -
Family Life Objectives and budgets, handling the pay check, the commission check, or the payday – thinking about the tough parts of a budget” |
Four
9.24.08 |
Debts – Types and durations
- The Good, the Bad and the Ugly - Long Term Debt - Medium, Short and Short-short debt |
Five
10.01.08 |
Debt
- Getting out of debt – nuff said |
Six
10.08.08 |
The Home
– rent, buy, or build (stickbuilt/modular)
– the real costs
Developing a personal capital reserve –
Mortgages – types, deals or no deals…
Eliminating the PMI… |
| Seven 10.15.08 |
The Car
buy/lease and the reasons why each works |
Eight
10.22.08 |
Investing
– living life according to Solomon’s diversification guidance. an overview of types to meet this plan – Thinking about strategy options
– To “RISK” or not to “RISK”…
getting comfortable with “RISK”. |
Nine
10.29.08 |
Investing
– strategy, tactics for non-qualified types and timing |
Ten
11.05.08 |
End
game planning - objectives– Qualified Plans, IRA’s & Roth - later impacts of, limits and alternatives |
Eleven
11.12.08 |
Wills, Insurance,
(life, home, car, medical, travel, extended warranties) & Fixed Annuities – types of annuities (single deposit. Equity Indexed etc) – how they work – thumb rules & considerations |
Twelve
11.19.08 |
The Summary
and final steps,
… the real quiz is life… |
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