Simplifying PERSONAL FINANCE - MCCS Camp Pendleton

Simplifying PERSONAL FINANCE

. 2014 FINANCIAL MANAGEMENT CLASSES

ALL CLASSES AT PACIFIC MARINE CREDIT UNION, BLDG 1105

0900-1200 NO CLASSES ON THE FOLLOWING 2014 DATES: 31 JAN, 30 MAY, 4 JUL, 29 AUG, 31 OCT, 28 NOV, 19 &

26 DEC

All of the classes are designed to be an introduction to personal financial planning. Topics include the personal finance planning process, money management and investments, credit/debt management and retirement planning. Research, examples and experiences are used to illustrate important planning concepts, techniques and issues. The Personal Financial Management Program assists Marines and spouses in increasing personal and family financial knowledge and readiness, and thereby, the Program contributes incrementally to the operational readiness of the Marines' commands. Focusing initially on the first term Marines, the PFM Program

mission is to impart knowledge and skills in all facets of basic financial management to include managing monthly income, expenses, savings and credit, as well as consumer rights and protections, with the goal of the Marine achieving important individual and family financial goals and objectives. In addition, the PFM Program provides Marines knowledge and insights in the basics of purchasing or leasing a car, renting or buying a home, managing personal risks through insurance products, understanding the potential for return and risk in investments, and the financial implications of transition to civilian life.

Contact: Information (760) 725-6098 Gerald Williams, MBA & Beth Middleton, BA, Financial Counselors/Educators Email: gerald.williams@usmc.mil or beth.middleton@usmc.mil

FINANCIAL MANAGEMENT CLASSES PROVIDED UPON REQUEST

Managing Income, Expenses, Savings and Credit Credit and Debt Management

Saving and Investment Options (Basic) Wealth Management Consumer Awareness

Banking and Financial Services Taxes Related to Personal Financial Management

Insurance Options Legal Issues of Personal Financial Management

Car Buying Options Financial Planning for Your Move

Housing Options Financial Planning for Family Separation and Reunion

Major Life Events and Financial Challenges Time Value of Money

Funding Educational Cost/Student Loan Options Raising Financially Fit Children

Financial Planning of Your Transition Retirement Planning/Estate Planning

DISCLAIMER NOTICE The information in the document is for the sole purpose of information and education. We will not distribute or sell any financial

products or services to anyone. Every effort has been made to ensure the accuracy of information presented as factual.

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