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Central Exchange2018-06-29T15:54:41+00:00

GRID | Master What’s Next: Getting your financial House in Order – Budgeting/cash flow

Life is a series of moves, new relationships, new opportunities, detours, different jobs and changing goals and aspirations.  In the Master What’s Next® series, Aspyre Wealth Partners will tackle topics to help you navigate life’s ups and downs from a career and financial perspective.  Each topic is stand-alone.
 
Our first topic is: Budgeting & Cash Flow
 
Managing cash flow tends to be an issue for most people regardless of their income level.  Don’t think budget, we’ll discuss a way to manage cash flow so that you are still saving, accomplishing your longer-term goals, AND getting to spend money on some of the things you want today.
 
Key Takeaways:
  1. Understanding how much can be spent each month on non-necessities.
  2. Building an emergency fund.
  3. How to structure your bank accounts so that you are saving each month for your future, but also enjoying life today.
  4. Being ready for life’s financial surprises

 Speakers:
  • Jamie Bosse, CFP® is a Financial Planner at Aspyre Wealth Partners.  She helps client’s maneuver through life’s transitions and overcome any obstacles along the way.  She finds it extremely rewarding to help people organize their financial lives, maximize their human capital, and get closer to their life goals.
  • Joni Lindquist, MBA, CFP®, is a Principal at Aspyre Wealth Partners.  She helps clients identify and take action to reach their aspirations as a career coach and financial planner.

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Date and Time

Wednesday Nov 14, 2018
11:45 AM - 1:00 PM CST

Wednesday, October 14, 2018
11:45 a.m. - 1:00 p.m.

Location

Central Exchange South at the Grid
12022 Blue Valley Pkwy, Overland Park, KS 66213

Fees/Admission

$0.00 Members
$35.00 Non-Members

Contact Information

Kaylah Perry
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