Learn the fundamental principles of comprehensive personal financial planning. Students will be able to diagram the personal financial planning process, construct statements of financial position and cash, understand the fundamentals of retirement planning and estate planning, and have the ability to identify potential tax saving opportunities. Instructor will present students with unbiased information to understand the basics of successful financial management and help you be your own financial planner. This workshop will provide students with the head start they need to make better choices with their finances.
Class is conducted workshop style with opportunity questions. Students will receive all course related presentation in a binder. Previous knowledge in financial planning is not required.