Wealth and Financial Health
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The Wealth of an Ordinary Life
November 20-21 with Justin Harris & Kat Allen
Saturday 4-6:30 pm and Sunday, 11:30 am-5 pm
This
workshop is designed to help you make a significant shift in your
relationship to money. In addition to teaching you the essential tools
needed to manage your finances, the comprehensive curriculum will help
you explore and understand the emotional elements that build a
realistic and sustainable financial plan. Topics covered include the
psychology of money, risk management, cash flow, savings, investing,
retirement planning and home ownership. If you're in a relationship,
both partners are strongly encouraged to attend. Cost: $85, or reduced
rate for couples.
Financial Health 101
In
this class we’ll review sound financial practices by examining all the
essential building blocks: risk management (including medical
insurance), budgeting, short-term savings and investing for the
long-term (portfolio management, retirement planning and saving for
children’s college education). We’ll also look at the emotional
dynamics underlying our approach to money and strategies to prevent
fear or greed from ruining our financial health.
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Justin Harris, AAMS, Financial Advisor, KMS Financial Services Inc.,
has two intentions when working with clients and students. The first
is to assist individuals in finding a healthy balance between financial
denial and obsession. His second intention is to provide eduacation
and opportunities for those interested in Socially Responsible
Investing, where our portfolios reflect our values and create positive,
sustainable changes in our world. In addition to working with
clients at his Fremont and West Seattle offices, he teaches regularly
at the University of Washington Experimental College, South Seattle
Community College, Bastyr University, and the Four Aims Center. For
more information, call him at (206) 324-0891 or visit his website at www.sociallyresponsibleinvesting.org
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