Course Information

Location: 455 County Center – Room 101, Redwood City, CA 94063

The class is recommended for those who want to set goals and accelerate the achievement of those goals.

Learn how to set goals, make plans, and follow through on those plans for financial and life success. Interactive exercises and thought-provoking questions will encourage participants to adopt and maintain the habits that will make their dreams a reality.

Highlights: 

• Utilize steps to turn goals into reality successfully
• Set effective SMART goals
• Establish a step-by-step plan of action
• Learn to develop a savings plan for each goal
• Evaluate the impact of inflation on savings and investments
• Generate additional cash flow for accelerated goal achievement
• Learn about appropriate investments for each goal
• Develop habits and systems that perpetuate success
• Discover tips for successful goal management

Instructor Bio:

Louise Wen, CFP® has always had a passion for helping others understand complex financial topics. Before joining Financial Knowledge in 2014, she helped clients improve their finances through financial literacy classes as well as private coaching at non-profits and community organizations.

How to Register:

County Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Court, Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email njeong@samcera.org with the name and date of the class that you would like to attend.