Financial Planning: Basics New!

Description

Ever wonder if the financial decisions you are making today are the best for yourself and your family?  Join us for a Financial Planning workshop where we’ll discuss the 6 main areas of planning that you and your loved ones should discuss (Cashflow, Insurance, Investing, Retirement, Goal Planning, and Tax / Estate Planning).  After covering high level concepts, we focus on which planning issues are relevant based on age to better understand where you are today and what is to come in your future!

Objectives:

Understand the Financial Planning Process

Recognize the 6 Areas of Planning Focus

Learn Topical Strategies to Implement

Gain Foresight into Each Stage of Your Financial Life