Chasing Financial Freedom Series

A community partnership was established to deliver practical workshops throughout 2015.  The first quarter (Jan - Mar) were developed as a partnership with Nanmei Chin, Sr. Financial Analyst with Prudential.  In fall of 2014, Mr. Chin and I developed the curriculum for the workshop series and delivered them on Jan 10, Feb 28, and March 28, 2015.  There are many materials for these that I have not attached but have provided the first ppt and handout/worksheet as an example.  In 2017, we have plans to turn the materials into a published workbook.  Mr. Chin serves as the SME and I am the curriculum designer and creator of the materials, the structure of the workshop, and collect the end-of-workshop quality surveys from participants.  The community was invited to attend as well as flyers were distributed to colleges and universities in the local area.  Both Mr. Chin and I presented materials during the workshops.

NAOP, Argosy University, and Prudential
Marianne Greenfield, PhD
Nanmei Chin
Presentation Date: 
Saturday, January 10, 2015
Event or Conference: 
NAOP Workshop Series
Presentation Type: 
Boyer's Domain: 
Presentation Location: 
980 Hammond Drive
Suite 325
Atlanta, GA 30328
United States
Financial pressure has long been one of the great stressors of life. This workshop series presented the three enemies to personal financial freedom: taxes, debt, and inflation. The goal of this series is to provide a foundation of knowledge to people who do not have a strong background in personal finances and could be confused as to how to make the most of their money. A practical approach that is easy to understand with specific worksheets for the participants was key.