This is why it’s more important than ever to think about creating a long-term strategy when it comes to your money, and the security of your savings.
While this sounds a little overwhelming, we’re here to help—there are plenty of tips and tricks that can help you break the financial planning process into manageable, bite-sized chunks.
Learning Outcome:
1) Assess their current financial position
2) Plan their future financial goals and assess their ability to withstand adverse events
3) Understand the concept of financial security and analyze their cash flow and net worth
4) Differentiate various investments options and risks
5) Understand the importance of retirement planning
6) Choose the methods of transferring their wealth
7) Execute their financial plan
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