Financial Planning Basics

An Overview of the Financial Planning Process

Do you have a tailored financial plan in place?

Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you prioritize your financial goals, and improve your overall financial confidence now and in the future.

In this seminar, you’ll learn:

• How to construct a budget and the importance of establishing an emergency fund
• Credit fundamentals
• Basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax, and tax-deferred investments
• Basic estate planning concepts