Free workshop to teach money management

By August 4, 2011

Marc Thompson, a mortgage planner with UMAX Mortgage, will host a free financial workshop on Wednesday that teaches Davis parents how to make wise money decisions and then share those strategies with their children.

The “Save or Spend It” workshop is part of the Davis Parent Financial Workshop Series, which helps parents and grandparents teach their children how to set goals, create good financial habits and understand the basics of money.

Topics for this presentation will include:

* The importance of teaching your children about money

* Basic financial building blocks

* Tips for a first discussion with your children

* Setting financial goals and making wise financial choices

“This workshop series is important to me,” Thompson said in a news release. “I’m a dad with two kids. I work with families every day, helping them balance their home mortgage and debt along with planning for the future. If we, as parents, can take the time to look at where we are with our own financial situation, perhaps we can teach our kids to be better prepared for their future.”

David Cougevan, a local financial adviser with Edward Jones and a proponent of financial literacy, will present the program.

“As business leaders, we share the collective responsibility to help our youth avoid the pitfalls that financial illiteracy brings,” Cougevan said in the release. “We want to help parents and grandparents teach children the skills of basic personal finance so they are empowered to take control of their financial lives and, in turn, their futures.”

Two workshop sessions will be offered — from 12:15 to 1:15 p.m. and from 5:30 to 6:30 p.m., both on Wednesday — at the offices of Abaton Consulting, 221 G St., Suite 202, Davis.

To sign up, contact Thompson at (530) 753-8800 or [email protected]

Special to The Enterprise

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