Financial Planning for Life

Financial goals are the specific long- and short-term objectives to be attained through financial planning and management efforts. Among personal financial goals are things such as: 1) financial security 2) travel 3) education planning 4) retirement planning and 5 ) estate planning.

Being able to succeed in reaching these goals requires a structure and plan with appropriate milestones, along with the ability to make adjustments along the way.

At the end of this workshop, you will be able to:
• Understand the importance of having realistic financial goals clearly defined
• Recognize the importance of managing your finances to address these goals
• Develop achievable steps to stay on track
• Take appropriate action to monitor progress toward the goals and make adjustments as needed