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Blueprint for Financial Success

Description

Successful financial planning and investing is critical to reaching your financial goals. This course reviews the process of financial planning and gives you the tools to refine and upgrade your existing financial plan. We'll discuss wealth management and investments, retirement strategies, asset allocation models, estate planning, and risk management. You'll receive a checklist of financial documents that you should have available and organized as well as a comprehensive financial planning list of follow-up action steps to implement your financial plan. This course is ideal if you want to elaborate on the financial groundwork you have already laid as well as organize the array of strategies and products you have accumulated.

Section: BLUEPRINT (10APR17)
Dates: Apr 10, 2017 - May 15, 2017 Time: 6:30 PM
Tuition: $195.00 Instructor: John Carty-Campbell; Bill Nichols Register

Class Schedule

Date Times Meeting Type Location
04/10/2017 6:30 PM - 8:30 PM Classroom Executive Park
04/24/2017 6:30 PM - 8:30 PM Classroom Executive Park
05/01/2017 6:30 PM - 8:30 PM Classroom Executive Park
05/08/2017 6:30 PM - 8:30 PM Classroom Executive Park
05/15/2017 6:30 PM - 8:30 PM Classroom Executive Park

Additional Information

Final Enrollment:
 
Clock Hours: 10.0