This introductory session provides a clear, high-level look at the core elements of personal financial planning. Participants will explore the advantages of smart financial management and identify common obstacles that can interfere with financial success. The class will cover key financial management components, including:
- cash management
- risk management
- state planning strategies
- foundational investment strategies
- tax-reduction strategies
- program concepts.
Designed as an educational overview, this one-hour class focuses on understanding the building blocks of financial planning rather than promoting specific products or services.
Be sure to click on **Class Details** below for more information about the class
