Lunch & Learn: Creating Your Personal Financial Plan
- December 5 @ 12:00 pm to 1:00 pm
- December 5 @ 12:00 pm to 1:00 pm
- FREE
This webinar will cover the key components needed for your personal financial plan. Topics will include:
- SMART Goals
- Planning Time
- Budgeting
- Risk Management
- Net Worth
- Retirement Planning
- Estate Planning
- Role of a fiduciary
With an understanding of the financial topics covered in the previous three webinars, we will put the pieces together so you can take action on and control over your financial future.