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Financial Workshop with Sheila Cao

Event Type: JP Library Event
Age Group(s): Adults
Date: 4/2/2024
Start Time: 7:00 PM
End Time: 8:30 PM
Description:
 Sheila Cao, a personal finances consultant based in New Orleans, will give a four-part series of presentations on financial management at 7 p.m. on Tuesdays this spring at the North Kenner Library, 630 W. Esplanade, Metairie.

These presentations are free of charge and open to the public. There is no registration.

Cao says her workshops will focus on the basic financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events.

The times, dates and descriptions are below.

7 p.m., Tuesday, March 12 - Financial Foundation
A. Increasing Cash flow
B. Debt Management
C. What is Tax Free Cash Grow Accumulation in Indexed Universal Life

7 p.m., Tuesday, March 19 - Understand How Money Works
A. Education Funds
B. 529 College Saving plan vs Indexed Universal Life

7 p.m., Tuesday, March 26 - Wealth Formula
A. Rule of 72
B. Emergency Funds

7 p.m., Tuesday, April 2 - Proper Income Protection
A. DIME method
B. Tax Free retirement income stream

For more information regarding this event, contact Chris Smith, Manager of Adult Programming for the library, at 504-889-8143 or wcsmith@jefferson.lib.la.us.

Library: North Kenner Library
Location: Meeting Room
Contact: Chris Smith
Contact Number: 5048898143