Personal Finance with Sheila Cao - Financial Foundation

Sheila Cao, a personal finances consultant based in New Orleans, will give a series of presentations on financial management at 7 p.m. all four Tuesdays in September 2024, at the Edith Lawson Westwego Library, 635 Fourth Avenue, Westwego.

These presentations are free of charge and open to the public. There is no registration.

Cao says her workshops will focus on the basic financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events.

The times, dates and descriptions are below.

7 p.m., Tuesday, Sept. 3 - Financial Foundation
A. Increasing Cash flow
B. Debt Management
C. What is Tax Free Cash Grow Accumulation in Indexed Universal Life

7 p.m., Tuesday, Sept. 10 - Understand How Money Works
A. Education Funds
B. 529 College Saving plan vs. Indexed Universal Life

7 p.m., Tuesday, Sept. 17 - Wealth Formula
A. Rule of 72
B. Emergency Funds

7 p.m., Tuesday, Sept. 24 - Proper Income Protection
A. DIME method
B. Tax Free retirement income stream

Sheila Cao is a retired Registered Nurse, and a licensed financial consultant. She has been a business owner for more than 15 years.