Healthy Money, Healthy Life: 5 Simple Steps to Improve Your Financial Health

This product is free for COGA members.

This webinar was presented live on November 30, 2021.

We all know the role that healthy foods play in improving our quality of life, but our financial well-being, good or bad, can impact our overall health, as well. In Healthy Money, Healthy Life: 5 Simple steps to improve your financial health, participants will learn the fundamentals of personal finance that are useful for everyone. This webinar's topics include financial goal setting, personal financial management, planning for the expected and unexpected, and retirement planning strategies for all stages of your career. Planning requires organizational, critical thinking, and communication skills. The impact of the COVID-19 pandemic on the worldwide economy has magnified the value of financial planning to the financial security of individuals and their families.

CPEU: 1.0
CPE Level: 2
Performance Indicators: 1.6, 2.1, 4.2

Learning Objectives

1. Identify the factors that should be considered in personal financial planning
2. Explain the steps in financial planning
3. Apply lessons learned to creating a personal financial plan or improving existing plans

Speaker

Ashleigh J. Brooker, CFP®

Ashleigh J. Brooker is a CERTIFIED FINANCIAL PLANNER™ and a member of the National Association of Personal Financial Advisors. She has served individual clients for more than fifteen years and started her wealth management company, A. J. Brooker Financial Associates, in 2011. As a financial advisor, she takes pride in understanding what matters to her clients so that she can help them use their financial resources to accomplish their goals.

Ashleigh has been quoted in The Wall Street Journal and was a guest columnist for The State newspaper. She has also served as a volunteer income tax preparer for low to moderate income families in her community. Additionally, Ashleigh enjoys facilitating a workshop that she created called "Wealth Building Wisdom" to teach others about handling their personal finances God's way. Although Ashleigh is not allowed to identify her individual clients, her clients can identify Ashleigh as their CFP. Suzanne ("Suzi") Domel Baxter, PhD, RD, LD, FADA, FAND and her husband David W. Baxter, long-time supporters of the Academy Foundation and several other charities, have Ashleigh as their CFP, highly recommend her, and planted the seed for Ashleigh to provide this webinar.