Why a Financial Forum at Ballet Austin?
The promotion of life-long health and well-being is a core value for Ballet Austin.  As our financial health can play a contributing role in physical health, the current economic environment provides us all the motivation to consider four areas of financial health.

How does the forum work?
The Fall Financial Forum will meet on four consecutive Thursdays in October at Ballet Austin’s Butler Dance Education Center (501 W. 3rd St).  Each of the four sessions will focus on a different aspect of financial health and are free of charge and open to all.

Sessions

Session 3 – Economic Outlook, Investment Themes and Opportunities
October 22, 11:30 am – 12:30 pm
Presented by Jennifer Guthrie and Greg Yokum of J.P. Morgan (click here to view their bios)

• The recession may be over, but at what cost?
• What are the possible effects on markets?
• How to position portfolios accordingly

Session 4 – Planned Giving
October 29, 11:30 am – 12:30 pm
Presented by Jennifer Guthrie and Patrick Pacheco of J.P. Morgan (click here to view their bios)

• Charitable Gifts
• Charitable Trusts
• Maximizing Income Tax Deductions

How do I sign up?
You can choose to sign up for any and/or all of these sessions on our website. Click here to register.  Space is limited, so please sign up early. Following each session, we invite you to take advantage of the many wonderful restaurants in our neighborhood. Click here for more information. Parking is available in the AMLI on 2nd Parking Garage for $3. Entrance is off San Antonio St. between 2nd and 3rd Streets.

What is the Ballet Austin Foundation?
The Ballet Austin Foundation (BAF) is a separate 501 (c) (3) organization with the vision to build its financial base, empowering Ballet Austin now and for the future.  The BAF is an endowment fund that represents the future of our organization through compounded growth of assets and dividends and it exists solely to benefit Ballet Austin.  As it is an organization focused on the financial future of Ballet Austin, it made sense for the Fall Financial Forum to be sponsored by the Ballet Austin Foundation.

Click here to register for the Fall Financial Forum

Questions
If you have any questions, please feel free to contact Brooke Holmes at 512.476.9151, ext. 114 or brooke.holmes@balletaustin.org.

Past Sessions

Session 1 - Budgeting: Tips on becoming financially fit
October 8, 5:30 – 6:30 pm
Intended for anyone getting their financial picture organized, including lots of tips and ideas on becoming financially fit.

• Cash flow planning
• Debt management
• Understanding credit scores
• How can I ever retire?

Some people that may find this session particularly timely:

• Students/parents…Juniors/Seniors in high school…preparing for college and/or to be on their own for the first time
• College and graduate students (restricted income/allowance/potential college loans, credit card expenditures)
• Young Professionals beginning to assume full personal financial responsibility

Session 2 - Investing: Tips on creating a successful investment strategy
October 15, 11:30am – 12:30 pm
Presented by Jennifer Guthrie and Dale Cloud of J.P. Morgan (click here to view their bios)

Intended for anyone with a goal of accumulating wealth for the future.

• The 3 F's:  Fear, Fragmentation and Failure to plan
• Asset Allocation
• Selecting a Financial Advisor

Some people that may find this session particularly timely:

• Couples planning for a collective financial future (new couples, newlyweds, etc)
• Parents interested in planning for future expenses impacting the lives of their children. (college fund, etc)
• Young professionals beginning to assume full personal financial responsibility