Do You Have a Tailored Financial Plan in Place?
Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future.
We’ll cover the following during this webcast presentation…
- Budgeting
- Emergency fund
- Insurance
- Using credit
- Investing
- Tax planning
- Funding for college
- Retirement planning
- Estate planning
You'll also receive a complimentary, no obligation workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.
Presenter: Michael V. Daniels, ChFC®, Senior Financial Advisor, Financial
Focus Group (www.linkedin.com/in/michaelvdaniels)