Having a financial plan helps us manage our personal finances. Before meeting with a professional financial planner, it’s important to be prepared to ask the right questions and to know what to expect in a financial plan. In this webinar, we’ll discuss the key sections in financial plans, including assets and liabilities, incomes and expenses, goal-setting, and insurance, tax, and estate planning.
A 1-hour instructor led training session that combines lecture elements with a variety of engaging elements like Q&A, group discussion, as well as polling and chat functionality when delivered virtually
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