No matter your age, it's a good time to check in with the
important parts of your financial life. Financial planning should include
determining time horizons, estimating expenses, calculating required after-tax
returns, assessing risk tolerance, and doing estate planning. This critical
exercise will reaffirm your confidence level in your finances and the plan you
have set up for your heirs. We'll review six key planning areas as well
as provide some scenarios for real-life applicability. Purpose: Learn about financial planning for your future and
that of your heirs Facilitators: Dennis Landfried, Joe Cleveland, David Frye,
Philip Fincher, Dallas Revord (Guest Presenters – FineMark Bank) |
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