In this 2-part workshop, we will go over the fundamentals of personal finance, discuss why, how and types of budgeting. You will learn budgeting tools to get started on building your own budget. Participants will get hands-on experience in organizing credit card and bank transactions using Excel, setting budget targets, and analyzing them to find money saving ideas. Bring your own laptop or follow along on the screen as we analyze transactions and discuss next steps after a budget is set. Join us for a personal finance workshop on budgeting for success.
This class will be co-taught by Sumeit and Sanjay Aggarwal. They have written this course with a practical focus explicitly in mind.
Sumeit Aggarwal, MBA, MSIS is the managing partner and co-founder of Finhive LLC specializing in personal finance education. Sumeit has a background in business and technology with over 20 years of experience as a trusted adviser to leadership teams in consulting, financial analysis and operations.
Sanjay Aggarwal, CPA, MBA is dedicated to helping individuals and families achieve personal financial success. Sanjay has held corporate roles in accounting, tax and finance in his career, and previously worked at a Big-four accounting firm.