Agenda • Defining Financial Planning • Setting Financial Goals • Financial Planning Pyramid • Activity: What Are My Options? What Does Financial Planning Do for You? • Maximize Wealth Earnings ...
Filetype Power Point PPTX | Posted on 31 Aug 2022 | 2 years ago
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...Agenda defining financial planning setting goals pyramid activity what are my options does do for you maximize wealth earnings consume efficiently get life satisfaction have security accumulate retirement and estate insurance investment tax make your smart specific measurable achievable realistic time bound short term month year medium between years long most people don t plan to fail they sm john l beckley weak goal i want be rich m in assets by age investing per...