F4 Financial Planning at Any Age Description: A financial plan should provide the foundation for your financial life in one complete picture. It will help you manage your money, maximize cash flow and protect your assets now and in retirement. This presentation will review real-life scenarios and discuss topics such as cash reserves, tax deferrals/savings, life/health insurance, insurance/long term care, estate planning and retirement income planning. The true power of this planning comes from evaluating your current financial position and creating a strategy that provides direction and meaning to secure the lifestyle you want for years to come. Purpose: Learn how to prepare a proper financial plan Facilitators: Billie Porter, Dennis Landfried (Guest Presenters - FineMark Bank)
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