Getting Started: A Young Person's Guide to Financial Planning
This presentation is targeted at people who are just getting started and would like to better understand and take control of their financial lives. This is a free seminar with no sales pitch--just the information you need to get yourself on the right financial track.
During the presentation we will discuss how to:
- Establish an emergency fund
- Evaluate and prioritize your spending habits
- Reduce (and ultimately eliminate) debt
- Mange and track your expenses and net worth
- Plan for the future while still living your life
- Identify how much you will need to retire
- Evaluate different retirement savings accounts
- Reduce taxes through saving
- Analyze your investment diversification and risk
- Minimize your portfolio's risk without reducing your return
- Reduce costs and simplify investing
- Stay objective and avoid "emotional investing"
Coffee and refreshments will be provided.
Space is limited to 10 people, so please register early for our next event. If you have any questions or would prefer to register over the phone please call us.