This seminar provides a comprehensive approach to setting financial goals and achieving financial wellness. Learn about offensive and defensive planning – planning for now and the future and planning for the unexpected, understand cash management, and consider how debt and risk and time impact financial goals. Distinguish between intermediate and long-term financial goals, learn about asset accumulation and develop a retirement income strategy.

l Cash for emergencies    l Protection for family    l Home purchase/remodel 

l College education    l Wedding    l Vacation home    l Comfortable retirement