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Event Series Event Series: Financial Planning: Invest in Yourself

Financial Planning: Invest in Yourself workshop series

05/20/2025 @ 4:00 pm - 5:30 pm

Details

Date:
05/20/2025
Time:
4:00 pm - 5:30 pm
Series:
Event Category:

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

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