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
