Penn State

Spring Clean Financial Clutter




Course Details

Spring cleaning can clear clutter in your personal financial life just like it does for your closets and garage. At this workshop Dr. Daad Rizk will teach you to take control of your finances and simplify financial record keeping for year end tax purpose, reducing stress and saving time in the long run.

Objectives

  • Identify financial clutter
  • Learn why and how to clean financial clutter
  • Differentiate between permanent and temporary records
  • Use budgeting as a tool to clean financial clutter
  • Use Tax forms to clean financial clutter

 



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