Course DescriptionThis practical one-day seminar helps you gain self-assurance and take charge of your financial choices through a better understanding of key personal financial planning concepts and strategies. Learn how to establish long- and short-term financial goals to maximize both current income as well as sufficient saving for the future, and examine the best methods for reaching these goals. Topics focus around the 10 "must do's" for developing your own financial plan. The seminar is ideal for younger individuals who need information and advice on investing and methods for building a sound financial plan; individuals who want to better manage their family finances and investments; pre-retirees or current retirees who must make significant investment and retirement plan choices, as well as face the ultimate tax consequences of their decisions; and anyone who feels that their current financial plan can use some "fine-tuning" to bring it in line with today's economic environment.
This one-day seminar helps you take charge of your financial choices by providing you a better understanding of key personal financial planning concepts and strategies.