Event Series:
Financial Planning: Invest in Yourself
Financial Planning: Invest in Yourself workshop series
05/13/2025 @ 4:00 pm - 5:30 pm
Description
There are two (2) sessions in this series.
Financial Planning: Invest in Yourself takes a holistic approach to financial needs and solutions looking beyond products, transactions, or a single goal.
This workshop series is divided into two parts, each workshop providing an overview of the importance of having a comprehensive financial plan. By taking a holistic view of your financial needs, you can make informed decisions and “Invest in Yourself” for a better financial future.
Financial Planning Basics
- Setting short-term and long-term financial goals
- Creating a budget for the present and future
- Determining appropriate housing costs
Portfolio Construction Process
- Selecting investments
- Integrating tax strategies
- Assessing and handling risk
- Managing market volatility
Protection and Risk Management
- Planning for retirement income
- Identifying insurance needs and options
- Funding healthcare and college expenses
- Estate planning