Be Your Own CEO – Taking Control of Your Finances

Posted January 22, 2021 | By ale_bellot

Digital Education Programming Presented by the
Center for Health & Wellbeing

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Too many of us find ourselves burdened with debt, increased spending or unexpected financial emergencies – especially during these unpredictable and unstable times. Whatever your circumstances or obstacles may be, it’s critical to have a clear understanding of your financial roadmap and the necessary tools and knowledge you need to take control of your finances. It doesn’t matter where you are on your financial journey — you can be your own CEO. Certified Financial Planners Helen Von Dolteren-Fournier and Kelly Berenbaum teach you how get started or back on track for 2021.

By watching this program, you can expect to learn:

  • how to get started on your financial roadmap – beginning with your annual balance sheet and determining if your emergency cash reserve is sufficient;
  • how to review your cash flow worksheet in Microsoft Excel, NerdWallet or Quicken to determine if you can account for your income or if dollars are leaking;
  • how to determine your best options for pre-tax employee benefits versus post-tax (does your company match your 401K contributions? Is your contribution best made pre-tax or after-tax (Roth)? If you received a raise in the last 18 months, can you determine where it is on your balance sheet?);
  • and how to pick a mutual fund like a pro using Morningstar, a Chicago-based research firm, and how to discover what lies under the hood of your mutual funds.

This program was presented by Helen Von Dolteren-Fournier and Kelly Berenbaum and was hosted by the Winter Park Health Foundation.

About Your Program Presenters

About Kelly Berenbaum and Helen Von Dolteren-Fournier

As practicing attorneys and certified financial planners, one of their guiding principles is to take a complicated issue, such as employee benefits, taxes, governmental benefits or estate planning, and educate the viewer so that they have better understanding of their own issues. They are dedicated to making the complex appear simple and to providing the sound financial and legal counsel that is essential in today’s complicated environment for financial decisions.