october 2021
Event Details
By the end of the Financial Wellness Seminar, you will be able to: Set clear savings goals Determine how much you need for your emergency and retirement savings
Event Details
By the end of the Financial Wellness Seminar, you will be able to:
Set clear savings goals
- Determine how much you need for your emergency and retirement savings and how to tactically reach those targets.
- Understand how to catch up if you have fallen behind on your goals.
- Know the best options for where to store your savings to maximize growth, including how to use tax advantaged accounts.
- Create a realistic budget to improve your financial security.
Employ automation to simplify reaching your goals.
- Find your ideal liquidity ratio.
- Learn how to reduce overhead, especially bad debt.
- Discuss options for tailoring your budget to fit your personality and unique timing of expenses and income.
Develop a plan to achieve stronger financial health.
- Estimate your personal net worth, monthly budget, and cash flow.
- Use ratios to gauge your financial health.
Time
(Tuesday) 12:30 pm - 3:00 pm PT
Location
Online