Thursday, October 28, 2010
Jason Bergen
Money Concepts:
-Financial Planner
-Went to Sardis Gradded in 1991
-Origanally wanted to be a weather man
-Grew up in Shushwap
-Worked at a credit union
-Used the credit union for schooling
-Very stressed when he worked at a credit union
-Be friendly to everyone, you will probably meet them in the future
-Certified finacial planning statement
-3 partners, 4 advisors, accountent, 3 adminastrators
-Money Concepts has been in Chilliwack since 1994, he has been in since 2007
Jack Nicklaus
-No. 1 golfer from 1968 - 1977
-If you dont have a goal in mind there is no posiiblity that you will get anywher
Goals
- "A without a plan of action is just a day dream"
- Imagining what we want to happen from start to finish
-"Stick to you goals"
-People who aim at nothing will never get anywhere
-Goal Setting Works
Compunding Interests
-Rule of 72
Create Good Habits Early
-The key to gettign ahead is saving up ASAP
-Time can work for and against you
'The only thing in life is change'
'When your life moves in a different direction, make sure your pla moves with you'
Financial Goal:
1 Month: Add $300 to savings account
6 Month: Add $1500 to saving's account
Physical Goal:
1 Month: To play junior hockey
6 Month: To Bench Press 215 lb's
Dream Goal:
1 Month: To have a Car
6 Month: To have a nice Car
Educational Goal:
1 Month: Get 'A' Honours on Report Card
6 Month: 4.0 GPA in Final Report Card
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