Top 5 Things Financial Planners Want Everyone to Know



Presented By:  Karen Schaeffer, Certified Financial Planner® Professional

 

About the webinar

 

In honor of Financial Literacy Month, these are the top 5 things financial planners want everyone to know:

  1. How to manage and analyze your cash flow.
  2. The appropriate use of debt.
  3. Managing risk (purchasing power risk, investment risk, and risk that can be managed through insurance)
  4. The influence of emotions on money decisions.
  5. The miracle of compound interest.

Speaker and Presenter Information

Karen Schaeffer, Certified Financial Planner® Professional

Relevant Government Agencies

Air Force, Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Other Federal Agencies, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, CIA, FEMA, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID, National Guard Association, EEOC, Federal Government, FDA, NSA, FCC


Event Type
Webcast


This event has no exhibitor/sponsor opportunities


When
Thu, Apr 8, 2021, 2:00pm - 3:00pm ET


Cost
Complimentary:    $ 0.00


Website
Click here to visit event website


Organizer
National Institute of Transition Planning, Inc.


Contact Event Organizer



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