Personal Financial Planning - (2/12/2015)

Feb 12, 2015 08:30am -
Feb 12, 2015 12:00pm
(GMT-6)

Event Description

Introduction to Financial Planning: Attendees will learn the basics on how to approach financial planning, the steps one should follow, how to organize their assets so they align with goals and what possible outcomes to expect.

Components of Financial Planning - Risk Management Needs: Attendees will gain a basic understanding on specific risk management tools and strategies needed while building a successful financial plan. Risk management tools include group and individual health, disability, life and long term care insurance. These are essential in order to protect against catastrophic events.

Components of Financial Planning/ Short/Intermediate Term Needs: Attendees will gain a basic understanding on what types of investments and allocations are appropriate for short/intermediate term needs. Short/Intermediate term investments typically include, but are not limited to bank accounts, CD's and non-retirement investments.

Components of Financial Planning - Long Term Needs: Attendees will gain a basic understanding on what types of investment and allocations are appropriate for long term needs. Long term investments typically include, but are not limited to stocks, mutual funds, annuities, education savings plans and retirement accounts (Pre-Tax and Roth).

PD Hours: Not available at this seminar
Designation Points: 3

This seminar meets the requirements for both the Facilities Management Designation Program and the Support Staff Designation Program.

Registration: 8:30am - 9:00am
Program: 9:00am - 12:00pm

Please contact our office at (815)753-9305 with any special dietary needs by Thursday, February 5.

Registration fees for this event are:

Non-Member: $160
Basic Member: $130
Prepaid Member: No charge

Click the "Register for this Event" button below and log in to see which fee pertains to you!


Event Type:Seminars
Category:Seminar
Early registration ends on Nov 11, 2014.
Regular registration starts on Nov 12, 2014 and ends on Feb 15, 2015.
Late registration starts on Feb 16, 2015.
(GMT-06:00) Central Time (US & Canada)

 

Downloadable Documents
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PDF Personal Financial Planning Seminar