F4: Financial Planning at Any Age

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)