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Current Seven Steps Workshop
About the Seven Steps Workshop
What You Will Learn
From the Author
About the Author
About the Facilitator
Registration
More Information

“For too long we've allowed a wall to separate our faith
lives from our money. It's time we break down that barrier
and move forward on the journey to true financial
freedom: freedom from debt, learning to be generous,
and knowing how to set godly priorities, which includes
saving for the important things in life.
”
--Phil Lehahan, author of Seven Steps to Becoming Financially Free

The Catholic Parishes in Waterloo
and Cedar Falls Present

“Seven Steps
to Becoming
Financially Free
”

Fall 2009 Workshop

Meets on Wednesday evenings, beginning Oct. 14. 6:30-8:30pm
Parish Center Conference Room / St. Patrick Parish, Cedar Falls.

Materials fee: $50.00 per person or couple _____________________________________

About the Seven Steps Workshop

When most people think about personal finances, they think about debts...and budgets...checkbooks...bank accounts...investments...
financial planning.  “Sure,” says Phil Lenahan, “these are all important, ...but there's something even more crucial: the attitude you have toward money will do more for determining whether you become truly financially free than any other issue.”

Lenahan, who wrote Seven Steps to Becoming Financially Free--A Catholic Guide to Managing Your Money, believes that a combination of good financial management, budgeting, investing -- and faith -- are the foundation for a sound financial future which is consistent with the principles of good stewardship and Catholic Social Teaching. 

Seven Steps to Becoming Financially Free is a seven-week workshop which offers a Catholic perspective on how to make the most of God's generous gifts. In addition to understanding the necessary nuts and bolts of financial management, budgeting and investing, participants will discover how their Catholic faith can be the foundation for a sound financial future.

Using a combination of reading, video presentations and discussion, the workshop provides practical advice on how to take the gifts God has given you -- your skills, your education, your training, your income -- and use them as God intends. Here is helpful advice not only on how to get out of debt and begin saving, but also how to set budgeting priorities and achieve long-term financial goals that reflect what you believe as a Catholic Christian.

What You Will Learn

Here's what you will learn in the Seven Steps to Becoming Financially Free workshop:
• What Christ and the Church have to say about money, and what that
  means for you.
• How to strengthen your marriage and family, and how to teach your
  children the ABCs of managing their resources wisely.
• What it means to have "work with a purpose," and how it applies to you.
• The tools you need to create a budget (and stick to it), and how to
  organize your financial affairs.
• The basics of saving and investing, and what you need to know to
  properly plan for your and your children's futures.
• How you can break free from the bondage of debt.
• Answers to your questions about buying and owning your own home,
  and smart tips on how to become mortgage free.
• How to manage risks to you and your family through the appropriate use
  of insurance.
• Why it's important to do basic estate planning for the well-being of your
  family.

From the Author:

“Over the years I've had the opportunity to visit with thousands of people regarding their financial situations. A recurring theme that is mentioned is the feeling of being in bondage....Most Americans experience some form of financial bondage, so it's important to know that you're not alone.  But that doesn't mean you should stay there....

“How can we achieve that freedom and what does it mean for you?  We achieve true financial freedom by learning and applying godly principles to our financial affairs.  These principles are found in the Bible -- God's love letter to us -- and the teaching of our Catholic faith.  By apply these principles consistently, you'll find your marriage and parenting skills enhanced, your debt eliminated, an ability to save for future needs, and a joy that comes with learning to be generous. What sets this guide apart is that while it is about managing money, its primary aim is to show the important link that exists between our faith journey and how we handle our money....

“The journey toward true financial freedom is simple, but you'll need to do your part.  No one can do this for you.  It's up to you to make the commitment to be a good steward of the gifts God has given you....”
--Phil Lehahan, author of Seven Steps to Becoming
  Financially Free


“When most people think about what it takes to successfully manage their money, what comes to mind are budgets, checkbook management, reconciling of bank accounts, monitoring of investments, and tax planning, among other things.  Sure, these are all important,...but there's something even more crucial: The attitude you have toward money will do more for determining whether you become truly financially free than any other issue....
“It starts with the role money plays in your life.  Is it a means of fulfilling your God-given responsibilities, or is it an end in itself?  Are your financial goals determined by the culture, with an emphasis on having?  Or do they have as their foundation the sure-footed principles we find in sacred Scripture and the teaching Tradition of our Catholic faith, which emphasizes 'being' over 'having'?”
--Phil Lehahan, author of Seven Steps to Becoming Financially Free

About the Author

Phil Lenahan is president of Veritas Financial Ministries and chief financial officer for Catholic Answers.  He has an accounting degree from California State University at Fullerton and has worked for the international accounting firm of Arthur Andersen and Co. and Fleetwood Enterprises, one of the country’s leading manufacturers of recreational vehicles and manufactured housing.  Veritas Financial Ministries develops "Stewards of Providence" by equipping people to manage their personal finances according to Catholic principles.  Working in partnership with Our Sunday Visitor publishing company, Phil wrote Seven Steps to Becoming Financially Free--A Catholic Guide to Managing Your Money and developed the small group study program based on the book.  He and his wife Chelsey are the parents of seven children and reside in Temecula, California.

About the Facilitator

Deborah Giarusso is a Chartered Financial Analyst with a B.A. degree in Economics and Finance from the University of Northern Iowa and an M.B.A. in Finance from the University of Iowa. She is currently an instructor in Finance in the College of Business Administration at the University of Northern Iowa and vice president and director of research for Heartwood Investments. Deb and her husband Rick are members of St. Patrick Parish in Cedar Falls.

Registration

• By phone: call 319-234-9912
• By email: DBQ208s3@arch.pvt.k12.ia.us
• Online: Click here to register online

•   •   •

For more information contact:
Director of Adult Faith Formation
320 Mulberry St. - Waterloo IA 50703
Phone: 319-234-9912
Email: DBQ208s3@arch.pvt.k12.ia.us

Posted 0918.09  •  Last Update: 10.04.09

ADULT FORMATION PRINCIPLES
The Catholic parishes in Waterloo are committed to providing life-long faith formation and spiritual growth for adults of all ages. We value individual life experience, respect the diversity of personal convictions, and welcome the wisdom of every participant. We encourage conversation and dialogue. We will never intentionally embarrass or offend participants.

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