Financial Planning for Life
Target Audience:
Canada, US
Expected Duration:
45 – 60 min
Overview / Description
Financial goals are the specific long- and short-term objectives to be attained through financial planning and management efforts. Among personal financial goals are things such as: 1) financial security 2) travel 3) education planning 4) retirement planning and 5 ) estate planning. Being able to succeed in reaching these goals requires a plan with appropriate milestones, along with the ability to make adjustments along the way.
Workshop Objectives
At the end of this workshop, you will be able to:
- Understand the importance of having realistic financial goals clearly defined
- Recognize the importance of managing your finances to address these goals
- Develop achievable steps to stay on track
- Take appropriate action to monitor progress toward the goals and make adjustments
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