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Course Description

Famous last words, “If I had the chance to do it all over again”. How many times have you heard this phrase spoken by people who unexpectedly received a large sum of money and they started spending the money without a plan. Student will learn characteristics of a lump sum payment and based on the specific circumstances, they will learn how to apply the appropriate strategies and seek professional help. Lump sums may include: Tax Refunds, Gifts (Wedding, Graduation & etc.), Severance Package/Buyout Package, Lottery Winnings, Lawsuit Settlement/Divorce Settlement, Financial Aid Packages (specifically student loans), etc.
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Section Title
Making the Most of Your Money
Type
Discussion
Days
M
Time
5:30PM to 7:00PM
Dates
Nov 05, 2018 to Dec 03, 2018
Schedule and Location
Contact Hours
7.5
Location
Course Fee(s)
Course Fee non-credit $25.00
Section Notes

Money Matters is a basic course focusing on personal finance. This course will cover a basic overview of vocabulary terms and the events (e.g. new job, retirement, inheritance, etc.) that have an effect on individuals lives. Famous last words: “If I had the chance to do it all over again.” The focus will be placed on strategies to address personal finance and life changing events.

Instructor: Patricia Grattis is a St. Joseph University graduate with a degree in Management and Information Systems. She has worked for 30 years in both the public and private sectors, including banking, insurance, government, railroad and most recently in education. Most of her work experience is primarily in the areas of finance and budgets.

Section Title
Making the Most of Your Money
Type
Discussion
Days
M
Time
5:30PM to 7:00PM
Dates
Jan 28, 2019 to Feb 25, 2019
Schedule and Location
Contact Hours
7.5
Location
Course Fee(s)
Course Fee non-credit $25.00
Section Notes

Making the Most of your Money is a basic course focusing on personal finance. This course will cover a basic overview of vocabulary terms and the events (e.g. new job, retirement, inheritance, etc.) that have an effect on individuals lives. Famous last words: “If I had the chance to do it all over again.” The focus will be placed on strategies to address personal finance and life changing events. As part of a series of personal financial development, You can start with Making the Most of your money and then attend Money smart: Practical Application to becoming Debt Free.

Instructor: Patricia Grattis is a St. Joseph University graduate with a degree in Management and Information Systems. She has worked for 30 years in both the public and private sectors, including banking, insurance, government, railroad and most recently in education. Most of her work experience is primarily in the areas of finance and budgets.