Everyone can benefit from a financial plan that is tailored to their individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future.
By attending this course, you will 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
• And basic estate planning concepts
This course is intended for
• Individuals and couples aged 50 and up who want to increase their knowledge and training to help maximize their retirement years
• People who want to better understand their current portfolio
• And anyone who wonders if their current plan has room for improvement
