AMWA Learning Hub - Leadership Elective 2: Gain Financial Confidence- Establish the Right Balance Between Debt & Equity w/ Jenifer Sapel

Leadership Elective 2: Gain Financial Confidence- Establish the Right Balance Between Debt & Equity w/ Jenifer Sapel

Faculty: Jenifer Sapel, ChFC, WMCP
Jenifer is the chief executive officer of Utor Wealth. She has been a financial services professional for almost 20 years, serving clients and advising at Fortune 50 companies, and now working independently at her own firm. She appreciates that while our financial system is complex, your relationship to your financial health doesn’t have to be. She holds two designations: Chartered Financial Consultant (ChFC) and a Wealth Management Certified professional (WMCP).

Learning Objectives:

Determine where debt falls in your overall financial strategy.
Develop confidence around money and investing so you can participate in setting financial priorities and making financial decisions.
Identify the two key financial metrics to lessen the noise and confusion about saving vs spending money

Course Details

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