Loading Events

« All Events

  • This event has passed.

Holistic Financial Planning Virtual Course

October 16, 2020 @ 8:00 am - November 20, 2020 @ 5:00 pm PDT


Dates: October 16, 2020 through November 20, 2020


Fridays: Instruction and coursework 4 pm to 6 pm
Wednesdays: homework review, presentations, and office hours with instructor, 4 pm to 5:30 pm
Instructor: Andrea Malmberg, Savory Field Professional and EOV Master Verifier

Producer and host: Abbey Smith, Jefferson Center director and Savory Global Network Coordinator

Description: Holistic Financial Planning is contextually relevant and therefore can help individuals, small businesses, family farms and ranches, as well as large organizations find peace of mind around their finances. By the end of this course you will have a 2021 financial plan and the skills to create future plans where you
plan for profit, understand and control all forms of wealth, compare enterprises to determine which ones truly contribute to the overhead of the whole operation, identify and address adverse factors and log jams, decide which expenses are really wealth generating and leading toward the quality of life desired by the managers and owners of the operation.

Join this course and get your Holistic Context, your business plans, budgets and expenses organized for 2021. Bring your actual finances to the course and work through them in a private setting with long-time holistic managers. In the six weeks of this course, you will do the work to make 2021 your most profitable and fulfilling year yet.

Take the course with a partner, or another person from your organization, and get a two for one discount (available upon request, please email [email protected]).

All attendees will be sent a calendar invite and Zoom link to join this virtual class.


October 16, 2020 @ 8:00 am PDT
November 20, 2020 @ 5:00 pm PDT


Abbey Smith
(530) 640-0872
View Organizer Website


Online Event
United States + Google Map