Even with the abundance of advice on individual personal finance topics, how do you know if your finances are healthy? Even with thoughtful decision-making, does managing personal finance feel like a game of whack-a-mole? This 2-part workshop will provide tools and strategies to help you get fiscally fit in the new year. We will walk through a financial health questionnaire that will help participants determine their financial well-being and open channels of communication within the family. Participants will use a set of mock financial transactions and have a hands-on opportunity to build a personal balance sheet. This holistic view of managing personal finances will enable you to monitor your financial health throughout the year. 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
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.