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Subject Matter Expert: Jacques Bolivar-- Personal Financial Management and Literacy

Background Info:

As most of you have heard-- we have a new Subject Matter Expert (SME) named Jacques Bolivar. Jacques is a certified financial planner with his own business. In October 2006, Jacques was formally introduced into the OTV Community when he delivered a training on financial literacy to the Level 2 Training Group.

 

The OFFER:

Jacques is willing to offer 15 or more Vergers a course on personal financial management and literacy. Here are some of the initial ideas/specifics:

* 6-8 separate sessions

* 2 sessions per month

* Each session is 1 1/2 hour

* Courses held on either a Tuesday, Wednesday or Thursday

* A small fee to be paid by Vergers to offset cost of copies, etc. to be determined soon

* Location most likely in Berkeley or close to Berkeley in the East Bay

 

Contact etsuko if you are interested in this opportunity: ejoi@yahoo.com

 

 

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