GTU Sponsored Financial Literacy Workshops
GTU will be hosting two Financial Literacy workshops by Jonathan DeYoe, CPWA, AIF. He studied Buddhism at GTU, which influences his approach to financial management. In addition to heading DeYoe Wealth Management, he has served on the board for the Berkeley Chamber of Commerce (Chairman), Berkeley Food and Housing Project, and the Berkeley Opera.
The first workshop provides foundational information and the second more involved and long-term options. You may attend either workshop or both; there is not a required sequence.
RSVP (required) to Stuart Moore, email@example.com, 510/649-2423. Refreshments will be provided.
Both workshops will be held in the Dinner Board Room, Flora Lamson Hewlett Library, 2400 Ridge Road, Berkeley.
January 27, 1-5 pm
Modules: Blueprinting (starting where you are), Earning, Spending/Saving, and Borrowing
March 9, 1-5 pm
Modules: Planning, Protecting, Investing, Money Stewardship