Workshops

Welcome to the SW MN PIC’s Workforce Center’s online presentation on wealth management. This workshop will give you a solid foundation in what you need to know about budgeting, credit cards, investing, etc., so that you can have a peaceful, prosperous life.

Step 1: To begin, please watch our video presentation.

Wealth Management workshop: I. Video presentation
Play Video

Step 2: Please read through our downloadable PDF forms to learn more.

Wealth Management workshop: II. Introduction Download File

Wealth Management workshop: III. Budgeting Download File

Wealth Management workshop: IV. Debt Download File

Wealth Management workshop: V. Credit Cards Download File

Wealth Management workshop: VI. Insurance Download File

Wealth Management workshop: VII. Budgeting Download File

Financial Glossary Download File

Step 3: Please take the attached test to confirm the important points of this workshop.

If you are required to take this test, this form can be downloaded, filled out electronically, and e-mailed back to your advisor.

Wealth Management workshop: Test
Download File

For personalized help or access to a variety of programs that can help jumpstart your education or career, please stop in to speak with a representative at one of our Workforce Centers.

See the “Contact Us” tab above for more information.