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Ready to stress less about money and achieve your financial goals? Join us for an engaging Family Budgeting Workshop designed to help families of all sizes and budgets build financial confidence!Register here: https://forms.gle/Qcy6XwjErcNY7Yhj6
Learn practical skills such as how to:
- build your personal income & expense statement
- develop and maintain a budget for your family
- manage your cash flow
- pay off debt and build your financial security
Course Instructor: Jennifer Hipkiss CFP®, EA, MSFP
Jennifer has over 20 years of experience in the industry with a strong emphasis in tax planning. She has a passion for serving clients and helping each person achieve life goals and financial security. She guides clients through the many changes, challenges and phases faced in life with financial planning and motivational coaching techniques.
- MS in Financial Planning - Golden Gate University, San Francisco, CA
- BA in Economics - California State University, Sonoma, CA
- Certified Financial Planner™ since 2004
- Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service since 2019
Jennifer is a fee-based fiduciary advisor serving clients locally and across the country. She is also a parent of an AMS alum and is a current AMS Board Member.
Spaces are limited, so register today and take the first step toward a brighter financial future for your family!
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Participants should bring a calculator (phone with calculator app works), recent tax return, paycheck stubs, and bank and credit card statements. Any financial statements brought are intended for you to utilize in calculating items to include on your budgeting worksheets.
This is an educational hands-on workshop. No investment, tax and/or personal financial recommendations will be provided..
Register here: https://forms.gle/Qcy6XwjErcNY7Yhj6
$50/family, all proceeds will be donated to our Building Fund
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Event Venue & Nearby Stays
995 S Sawyer Road, Oconomowoc, WI, United States, Wisconsin 53066, 995 S Sawyer Rd, Oconomowoc, WI 53066-9243, United States,Dousman, Wisconsin
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