Financial Stmts, Budgets & Forecasting: Removing the Fear, Complexity & Boredom

Event description

Financial statements don't have to be intimidating - and they certainly don't have to be boring. In this fast-paced, highly practical 90-minute webinar sponsored by Middlesex Savings Bank, we break down the essentials of personal and small business financial management into clear, real-world concepts you can actually use.

Rather than relying on abstract theory, this session follows the journey of a relatable, example. Participants will walk step-by-step through the process of how to evaluate a personal financial position, build a realistic budget, and develop an initial financial plan, then adapt it through re-forecasting as real-world conditions change.

You'll learn:

• How to interpret and use basic financial statements without an accounting background
• The connection between personal finances and business decision-making
• A simple, structured approach to building a practical budget
• How and when to adjust your plan using re-forecasting techniques
• Common pitfalls - and how to avoid them