Join us live on Monday 1st August 2022 8pm UK time
The workshop is best enjoyed live! However we know life gets in the way... we will be streaming to YouTube live so you'll be able to catch up later! Scroll down for joining instructions |
Forecasting your financial future
Interactive 2 hour workshop showing you how to create your own spreadsheet modelling your financial future. You will learn to:
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Why bother planning?The best way to predict the future is to create it. in 2015 Katie and I headed to Ecuador to go on Chautauqua, a financial independence retreat. We were desperately trying to work out how to invest and whether to invest in pensions or not. At the event we met the Mad Fientist who sat down with us and helped us to create our first ever financial model of our finances. This gave us the confidence we could make it to Financial Independence, which pots to invest in and helped us really get going on our journey. We have been developing that spreadsheet for the last 6 years and still come back to it every time we need to make big financial decisions.
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Chautauqua Portugal where we all came together to talk money, happiness and financial independence!
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Course description and content
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The subject:
How do you know if you will have enough money for retirement? How do you know if you will have enough available in different pots? (ISAs, SIPPS and other funds) How do you know if you will end up spending more than you have? In this interactive workshop Katie and Alan will show you how build a spreadsheet to model your financial future. This will help you to be able to understand how your savings and investments strategies affect your financial destiny over the decades. Come with spreadsheet open and build alongside Alan and Katie as we work together to chart out your potential financial futures and how the decisions you are making now affect future you. |
We will cover:
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Katie DoneganKatie is an excel and data nerd. She LOVES numbers, maths and creating charts and graphs of financial data. Katie did a degree in stats, qualified as an actuary and has spend the last few years modelling financial data.
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Alan DoneganAlan loves financial independence, after meeting the Mad Fientist in Ecuador at Chautauqua he was inspired to work on a financial model that could predict their financial future and help work out if they would have enough to retire!
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Objectives and pre-requisites
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Course Objective
By the end of this course you will have the skills to build your own financial model to predict your financial future. Come with Excel (or Google Sheets) open and build along as Alan and Katie guide you through creating your own spreadsheet live on the course. You will be able to stress test predictions for different scenarios and have more confidence that you won't run out of money. |
Course Pre-requisites
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Joining Instructions
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Date: Monday 1st August 2022
Time: 8pm UK time There are two ways to join the workshop. The first and most interactive is via Zoom. You will be able to chat to Katie and Alan live and follow along live on Zoom. We will also be broadcasting the workshop to YouTube Live as we get more people coming to our events than Zoom can hold! Either join the Zoom meeting below or use the link to the right to find the YouTube Live. YouTube live also has a handy reminder feature so click on it now and add a reminder to come along so you don't miss out! The workshop is best live as it will be interactive however we know it's not always possible to join live so the video will be on YouTube available for catch up at the same link |
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Spreadsheet for the workshop
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This is the spreadsheet template we'll be looking at towards the end of the workshop. It has a ready built structure where you can slot in your particular circumstances and use the skills you'll learn in the workshop to chart out your financial future. You can use this structure if you want to or you can just start your own spreadsheet from scratch!
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