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Blueprint for Financial Success
Successful Financial Planning and Investing is critical to reaching your financial goals. This course reviews the process of Financial Planning and gives you the tools to refine and upgrade your existing Financial Plan. We'll discuss Wealth Management and Investments, Retirement Strategies, Asset Allocation Models, Estate Planning, and Risk Management. You'll receive a checklist of Financial Documents that you should have available and organized as well as a Comprehensive Financial Planning list of follow-up action steps to implement your Financial Plan. This course is ideal for those who want to elaborate on the financial groundwork you have already laid as well as organize the array of strategies and products you have accumulated.
Instructor: John Carty-Campbell, CFP® and Bill Nichols, CFP®
5 session(s): Tue: Jun 24-Jul 22 / 6:30-8:30 pm
Registration fee: $130 Register now!
After this course, you will be able to
- Identify short and long-term financial goals
- Create a statement of your current financial situation
- Understand your financial investment options
- Evaluate your need for health, life, disability, and long term care insurance
- Create a plan for retirement
- Understand the basics of estate planning
What will be covered
The Financial Planning Process
Turning it up a notch - sharpening the pencil of your plan
Managing your wealth instead of your money managing you
Investments and asset allocation
Risk management
Retirement strategies and alternatives
Estate planning - controlling where your assets end up
Putting all the pieces together - next steps
Atlanta, Georgia
| Copyright © 2007, Emory University Atlanta, Georgia Direct comments and questions to learn@emory.edu Last updated on March 28, 2008 | Conveniently located near Buckhead, Decatur, Midtown, and Downtown Atlanta |
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