Financial Planning

Financial planning. We know we need to do it, but how and why? Join us as we unpack the fundamentals of financial planning. We will discuss investing basics from asset allocation to retirement account types and investment vehicles, tax planning strategies to maximize your dollars now and into the future, the importance of asset protection and protection strategies, and fundamentals of estate planning for the next generation. This will be a very participant-driven curriculum with plenty of flexibility for questions both in and after the class.