Financial Planning: Invest in Yourself workshop series

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