Close Close Preview

Your amazing online presence is right this way.

Create your profile
Capture who you are, what you do, and where you're going. All in one place.

Goals, Guts, and Glory: How to Put Together a Financial Plan You'll Actually Use with Pam Capalad

Goals, Guts, and Glory: How to Put Together a Financial Plan You'll Actually Use with Pam Capalad

Event Description

Pam Capalad from Brunch and Budget is back by popular demand!

Financial planning isn't about spreadsheets, graphs, or charts, it's about getting to the root of what you really value and learning how to use money as a tool to help you reach your goals and live your best life. In this workshop, we talk through the three stages you'll go through when putting together a financial plan:
- Your goals: What do you really want to accomplish in the next 3 years? 5 years? 10 years? What really matters to you?

- The guts: Now that you have a clear idea of where you want to be, let's fill in the steps it will take to get there. The guts will go through strategies to maximize your money in 5 areas of financial planning: Earn, Save, Spend, Invest, Protect.

- The glory: You're probably wondering where in the world you're supposed to start even tackling this list! We'll talk through exactly how to actually implement all the new items on your financial to-do list.

Photos From the Event

There are no photos yet. Contact the chapter if you have photos from this event you'd like to share.

Bay Area Event Organizers

Account Director
1-Page
Message
Project Coordinator
Dolby Laboratories
Message
Director, Community + Events
Levo
Message

24 People Attended

Message
COO & Co-Founder, Savvy - Marketing For ...
Message
Sales Developement Rep..., SysCloud
Message
Marketing Manager, MARGE Clothing
Message
Speech-Language Pathol..., Kentfield Hospital San...
Message
Development Officer, California Institute o...
Message
People Operations, Lob
Message
Investigative Assistant, San Francisco District...
Message
Visual Designer, Frog
Message
Program Manager, Imagine H2O
Message
PR Coordinator, Remark Media Relations