Personal Financial Planning

Personal Financial Planning Course Overview

• Overcome fears that get in the way of financial planning.
• Be in the 3% who reach their financial objectives.
• Envision your future: What you really need to do for retirement
• Determine your traps and blind spots.
• Asset Protection:
  For your family
  For your property
  For long term care
  For your mortgage
  For other hidden liabilities
• What is your risk tolerance? Balance and merge your goals and risk tolerance with those of your partner.
• Investment Basics: cash reserves, bonds, stocks, mutual funds, annuities, investment strategies. What are the pitfalls of investing?
• Retirement Planning: You have many choices.
• Tax Planning: Current challenges and opportunities.
• Estate Planning: wills, trusts, limited family partnerships and other options for your peace of mind.