Date: Wednesdays,
October 30 & November 6, 13, 20
(4 sessions)
Time: 8:00-9:30 ET / 7:00-8:30 CT / 6:00-7:30 MT
Click here for enrollment: https://forms.gle/cYUi6u5hGMGBkdLY8
Zoom link: https://us02web.zoom.us/j/87168249935
Brought to you by:
First Step Alliance
Facilitators: Joel Keyser & Nancy Eiden
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Course Objective: This course offers essential knowledge and practical skills in personal finance, banking, entrepreneurship, and investment. It covers tools for managing personal budgets, understanding banking products, and making informed decisions about business finance and investments. The course also explores strategies for building and repairing credit, as well as creating business plans for aspiring entrepreneurs. By the end, learners will know how to protect against financial risks and build a secure financial future. |
Session 1: Financial Literacy, 10/30/2024
Topics: Building Financial Capability, Your Financial Health
Overview: Basics of evaluation of your financial situation going through an evaluation process to understand your financial capabilities
Session 2: Banking, 11/6/2024
Topics: Banking and Budgeting
Overview: Basics of banking including type of banking institutions, use of online and mobile banking. Basic budgeting and bank reconciliation process in order to maintain your financial health.
Session 3: Your Credit and Credit Repair Options , 11/13/2024
Presented by: Doris Baker of Consolidated Credit
Register for 'Session 3 Only' via separate link - https://us02web.zoom.us/meeting/register/tZwkd-6opzgoE9QW5v_sNWVU0jtvTUTXL6eB
Topics: Credit and Credit Building and Repair
Overview: Basics of Credit including evaluation, repair and how to continue building for the future.
Session 4: Entrepreneurship, 11/20/2024
Topics: Introduction to Entrepreneurship, Business Planning
Overview: Describe the concept of entrepreneurship and the qualities of a successful entrepreneur. Identify the components of a business plan, and how to create one.
The Facilitators:
Joel Keyser - Advisory Chairman of First Step Alliance, Certified Financial Education Instructor (CFEI)
Joel is a seasoned business leader with over 40 years of experience as a CPA,
CFO, CEO, and HR Manager, helping many companies and individuals succeed. He was previously on the Board of The Hinda Institute, a non-profit organization providing access to education, counseling, housing, food, and spiritual guidance to current and formerly incarcerated individuals.
Joel is currently working on several consulting projects in the financial field, including tax projection and preparation, economic well-being, and business startup and continuation services. As a CFEI, Joel has helped develop and teach several financial literacy and entrepreneur programs nationwide.
Nancy Eiden - Founder Board Chair, and Secretary of First Step Alliance
Nancy is a results-driven leader in financial services. She has over 30 years of executive level experience driving business growth, strategic change initiatives, and product development at global banks and credit unions. Her diverse background includes wealth management, marketing, operations, and regulatory compliance. Nancy is currently an independent financial advisor and holds several securities industry licenses with LPL Financial, Member FINRA/SIPC, including the Series 4, 7, 8, 24, 63, and 65.
Nancy is dedicated to advancing financial inclusion and economic empowerment for historically marginalized populations. Nancy serves on the Board of the Center for LGBTQ Economic Advancement and Research, is an Ambassador for NJ Reentry Corporation, one of New Jersey's largest reentry organizations, and an Advisory Council Member with Farm Sahel, a non-profit working to improve gender equity and food security in West Africa. She is also a Certified Mentor with SCORE, the nation's largest volunteer network of small business mentors. Nancy holds a BS in Economics from the Wharton School of the University of Pennsylvania with concentrations in finance and management.