Personal Investments and Budgeting

Learn the importance of creating and managing a personal budget, understand key financial concepts, and be able to make informed decisions about investments. The course will cover budgeting techniques, savings principles, when do to engage a financial planner, and basic personal investment principals.

Forms of investing that will be discussed are 401K, IRA, stock market, and real estate.

Learning Objectives:

• Creating and managing a personal budget
• Savings principals
• When to start investing and knowing beginner investment options

Who should attend: Anyone who wants ideas or guidance on personal budgeting and/or when and how and when to start investing.

Taught by Darren Limesand of Limesand Financial

Darren Limesand is an independent financial advisor dedicated to providing unbiased advice, impeccable service, and diversified financial resources. He is an Accredited Investment Fiduciary® with advanced training and competency in the subject of fiduciary responsibility and the ability to implement a prudent process. He is aligned with Cambridge Investment Research, Inc., one of the most respected independent broker-dealers in the industry and shares their core values of integrity, commitment, flexibility, and kindness.

A former accountant and banker for 25 years, Darren offers a wealth of experience and knowledge to his clients. He specializes in various aspects of the business, whether it is individual retirement planning or retirement plans for the owner and his employees. Business owners also need to have their estate plans in order as well as succession plans for the owner and key employees.

He holds a Bachelor of Science degree from Montana State University and FINRA Series 7 and 66 securities licenses.

Darren is a member of the Financial Planning Association and the National Association of Plan Advisors, as well as his local Chamber of Commerce, Lions Club, and the Bowman Volunteer Fire Department. In his free time he enjoys golfing, hunting, and fishing.