Workshop on the basics of Financial Planning by Cynthia Alpan

What is Financial Planning?
Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the unpredictable events that might arise in your life.

In the seminar:
– Establish your financial goals via your life line
– Analyze your current financial planning status via the Financial Planning Pyramid..
– Assess your Risk Profile via the Risk Profile Questionnaire.
– Make a commitment to yourself.

Cost
$40

For more information or to make a reservation
03.218.212