Holistic Financial Planning Workshops—Learning by doing

This free workshop will help you integrate a simple-to-use, cash-based planning process into the budgeting system for your agricultural operation, business, or household. This approach will improve your quality of life, profit, and improve your land’s health and productivity too. Thousands of farmers and ranchers have benefited from this process. Learn to manage your money in a way that is environmentally, socially, and economically sound in the short and long term.

Taking control of your money for the months ahead provides peace of mind. By practicing each step in and between sessions, you will draft your own financial plan for the coming year. Sign up while space is available.  Bringing your partner is highly recommended.

Lunch is provided during all sessions. 

EACH SESSION BUILDS ON THE PREVIOUS SESSION:

• Attend all three sessions to learn more practical ideas to help you.
• Learn from the experience of others attending.

 
FORMER WORKSHOP PARTICIPANTS WISH THEIR KEY PARTNERS HAD ATTENDED,  TOO!

• Why? Changes in how a team manages money affects everyone.
• Learning together accelerates best possible outcomes.

Agenda

COMPLETING THE HOLISTIC FINANCIAL PLANNING STEPS

--Balancing the plan
--Addressing debt costs and cash flow
--Investing the profit—why, where, how, when
--Connections of the annual plan to a 3-5 year business plan
--Effects on net worth
--Monitoring the plan to stay on track and live the life you want

Meet Your Trainers:
Richard King, rancher and retired USDA-NRCS range conservationist, is lead instructor. He is certified by both Holistic Management International and the Savory Institute to help others learn Holistic Financial Management and other aspects of managing complex situations holistically. Special skills include helping land management operations improve their triple bottom line and consensus building.
 
Dr. Lee Altier, professor at CSU, Chico, will be assisting with instruction. He is a certified educator with Holistic Management International. His expertise is in sustainable cropping systems and international agriculture. He is a former director of the Center for Excellence in Learning and Teaching at Chico State University and the founder and former director of the Organic Vegetable Project and Aquaponics Unit at the University Farm.

https://www.nspdc.csuchico.edu/#/ced/events/holisticfinancialplanning

Funding for this workshop was made possible by the U.S. Department of Agriculture's (USDA)
Agricultural Marketing Service through grant #AM190100XXXXG088.
Its contents are solely the responsibility of the authors and do not necessarily represent the official views of the USDA. 

Register Now! Email Alice Patterson: ampatterson@csuchico.edu

For questions about the workshop series, contact Richard King at 707-217-2308 or email rking1675@gmail.com