Money Essentials Series: Financial Planning II

Financial planning can be the key to a secure financial future. It is a strategy that helps you meet your financial needs and goals based on essential principles of smart personal financial management. Financial Planning II will build upon the fundamentals of money management and focus on long-term financial goals and asset management. This workshop will also give you the opportunity to outline a financial planning roadmap and examine your current assets and liabilities. You will learn about the essential principles of how retirement savings plans; different types of investments; the time value of money; health and long-term care plans; and government plans can all be used to help close the gaps in meeting your long-term goals.

Learning Outcomes:

• Comprehend the importance of long-term financial planning
• Examine your roadmap to financial planning
• Recognize various ways to help you close the gaps in meeting your long-term financial goals
• Understand the role of a financial advisor and how to choose the right one for you