Live Webinar

65-minute live streaming program
  • December 9
  • 1:00 - 2:05 pm EST

Financial Boot Camp

December 9

Gain a sense of control over your money rather than letting money have control over you.

We all understand that money matters. But we may not all know how to achieve financial wellness. The first steps to financial security are planning and following through on a personal spending plan or budget. Budgeting is about choices —choosing how to make money and choosing how to spend it. Professionals attending this program will learn how to get a handle on how they spend their money and how to prepare and follow a personal spending plan or budget. Through exercises, identify and develop a plan to get rid of bad debt and increase your good debt to be prepared for your financial future. Financial boot camp training helps reduce the anxiety of not knowing whether there’s enough money to pay expenses when they’re due and gives one a sense of control over one’s money rather than letting money have control over you. This program also provides suggested methods to help build assets that will improve the quality of life for the individual and their families by learning the basics of estate planning and retirement.

Learning Objectives

  • You will be able to explain how to prepare and follow a personal budget.
  • You will be able to identify plans to get rid of bad debt and increase good debt.
  • You will be able to describe methods to build assets
  • You will be able to review basics of estate planning and retirement.

Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Examine Financial Goals and Set Them

Learn How to Prepare a Spending Plan and Track Daily Spending

Find Ways to Decrease Spending and Increase Income

What to Do When There Are More Expenses Than Income

Determine Best Savings Options for Savings Goals

Discover Comprehensive Financial Planning

Identify How to Invest Appropriately and Plan for Your Retirement

Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.0
     
  • All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
     
  • CPE 1.2 including Personal Development 1.2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Personal Development for 1.2 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for all professionals across all industries.

Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Ria Dark

Ria Dark

2Rogues

  • National speaker with a background in mental health, substance abuse disorders, and corporate wellness
  • Coursework covers leadership, communication, diversity and inclusion, conflict resolution, mental health in the workplace, and work/life balance
  • Helps to develop business strategies targeting short-term and long-term objectives, lead and motivate teams to advance engagement, develop high-performing groups, and tend to the well-being of employees
  • Training repertoire is highlighted by positive psychology and resilience to create happiness at work
  • Coached and consulted at all levels of organizations within a variety of top industries including EAPs, insurance, health care, consumer products as well as government and academia
  • Author of How to Overcome Gender Labels, Healthy New Albany
  • Registered yoga teacher, Yoga Alliance, RYT 500; International Institute of Risk & Safety Management member; substance abuse professional, Department of Transportation; substance abuse expert, Nuclear Commission; licensed clinical social worker
  • Ph.D. ABD degree in human services, Capella University; M.S degree in counseling, University of Dayton; B.S. degree in psychology, The Ohio State University
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 410311
Published 2022
Purchase Options

Register today before this event fills.