Financial Planning: Why It's Important to You
Learn why financial planning is imperative for your future!
Personal financial planning involves setting individual priorities and developing specific financial goals. This building block approach provides a sound financial foundation in which both short-term and long-term goals may be achieved. Financial success is determined by many factors including the individual, economic conditions, and adequate financial preparation. The decision to establish a plan should recognize the need to become familiar with the financial planning process.
The development of financial goals corresponds closely with the life cycle. Thus, financial planning and decision making directly parallel the different phases of the life cycle. Financial decisions often involve marginal analysis. In addition, the examination of opportunity costs and the time value of money are critical in the decision-making process.
You will learn about:
• How to understand your personal financial goals in life
• How to Identify if you have adequate financial preparation
• How economic conditions can affect your financial goals
• What do you do when the continued instability in financial markets
Presented By:
Lee Harris
Vice President; Branch Sales Manager
Heather Hennigh
Certified Financial Planner
Financial Consultant