CLL of Fort Walton Beach - Course Catalog & Registration

Course Description: Money is more than just currency-it’s a powerful force that shapes cultures, relationships, identities, and values. Explore the role of money in your human experience, through looking at past money scripts, discovering your money personality, and learning how to rewire your brain for wealth. Also, we will look at the practical sides of money with discussions about taxes, investing, and goal setting. Let’s talk money!

Class Leader Bio(s): Sharon Bumgarner, CFP® graduated from the University of Oklahoma with BBA and secondary education teacher certification. You will benefit from her experiences as a financial planner, corporate trainer, stockbroker, wealth manager and military personal financial counselor at Eglin AFB for 8 years. Mary Zimmerman, Certified Financial Planner® professional and Registered Life Planner®, has a passion for talking about money and meaning. This passion has taken her around the globe, most recently to India, to lead “The Seven Stages of Money Maturity” workshop, based on the work of George Kinder. She is the owner of PATH Financial Strategies, LLC, in Chandler, Arizona.