FINANCIAL PLANNING IN VOLATILE TIMES (Manifest Studio)

Saturday, 7/26, 10 am - 12 noon

Many of us have been challenged by the dramatic changes in the economy and are responding with—
* anxiety about our jobs/income,
* worries about gas/energy/food/healthcare & other expenses,
* concern about how to manage investments & risks in a volatile market

Manifest is teaming up with two financial planning professionals to help you turn your financial challenges into opportunities as we all try to deal with the current economic roller coaster. 

In this workshop you’ll learn about & get to ask questions regarding:

* Budgeting in uncertainty
* Debt consolidation
* Investing in a volatile market
* Seeing the forest for the trees (managing both tactical & strategic objectives)
* Turning fear into practical risk management & vision work

TENTATIVE SCHEDULE
10:00-10:15 Intros, Snacks, Beverages
10:15-10:30 Journaling Visions, Fears, & Questions
10:30-10:45 Sharing Visions, Fears & Questions
10:45-11:00 Joe Grandy:  Presentation About Budgeting & Debt Consolidaton
11:00-11:15 Robert North: Presentation about Investing & Risk
11:15-11:45 Questions & Answers
11:45-12:00 Next Steps & Wrap Up Bullets

FACILITATOR BIOS:

* Robert North is a financial advisor with Morgan Stanley with more than 15 years of experience in financial services.  His clients benefit from his diverse experience and perspectives:  Investment Analysis, Financial Planning, Retirement Planning, Trade Finance, Cash Management, Foreign Exchange Management (U.S. Bank, Union Bank of California)

* Joe Grandy, principal of Grandy Bookkeeping & Business Solutions, has been a bookkeeper, office manager, and solutions coordinator for eight years, and now helps businesses and individuals with bookkeeping, office management, marketing, and executive assistance.

DONATION:  $10-$45 benefits Manifest, a non-profit men’s wellness community that empowers men to manifest wellness & love through community.  No one turned away for lack of funds & work-study available.

INFO:  Bart at 503-223-8822 x2

RSVP:  Register Online