The world is rife with information on personal finance and opinions abound. Knowing where to start can be overwhelming. Join in this 4-week noon-time series to learn the when's, why's and how's of personal finance so that you can take control of your financial wellbeing.
Week 1: Financial Foundation: A guide to managing your money
This introduction to financial basics will discuss the importance of goal setting and financial planning; touch on the basics of budgeting, managing debt and credit, investing and saving; and talk about establishing good habits for the future. You will also have a chance to ask your own personal questions.
Week 2: Investing 101: Investing through Volatile Markets
You’ve probably heard of investing in “the market” but do you really know what a stock or a bond even is? There’s a lot of jargon in the financial world that can be confusing, not to mention all the news headlines trying to scare you. Austin will help you break through all this noise in the Bonds vs Stocks class. You’ll walk away understanding exactly what a bond or a stock is so that you can know how to put your money to work for you! In this class you’ll learn the different categories of these two investment types and how they are generally used in combination in an investment strategy. You’ll also have a chance to ask your own questions.
Week 3: Investing 102: Investing through Volatile Markets
Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. In this class you’ll learn about the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through periods of volatility in your investing journey.
Week 4: Overview of Financial Planning
The Personal Finance series will wrap up with a high‑level look at the core parts of a well‑rounded financial plan, including managing risk, investing, tax planning, and preparing for retirement. We’ll discuss how these areas fit together and why having a coordinated approach can make a meaningful difference over time.
Please note: This presentation will not be recorded.
Austin Willson
Austin Willson is a Financial Advisor at OsborneKlein, a private wealth advisory practice of Ameriprise Financial Services LLC, with offices in Petoskey and Alpena MI. Austin got his start in the financial services industry over 3 years ago in the Detroit Metro area. After a brief stint as a writer and editorial relations executive with a financial news startup, Austin moved back to his hometown of Petoskey to join the team at OsborneKlein. Currently, Austin focuses on helping clients feel more confident, connected and in control of their financial life through financial planning and investment management.
