Record expectations on flip chart. Workshop Objectives A. Display objectives on flip chart or overhead. Review workshop objectives and address how they relate to the expectations expressed by the participants. If they expressed any expectations that DO NOT relate to the objectives, try to address how those expectations might be fulfilled. Overview of Financial Planning.
Participants receive a mini-lecture on various principles of financial planning.
Record Keeping 5. Figure income 6. Debt ratio B. Credit 1. Comparing credit 4. Qualifying for credit 5.