This program is a high fly-over review of 10 critical concepts everyone should know about their own financial wellness including: setting goals, budgeting basics, creating an emergency fund, insurance, credit fundamentals, financial planning, investing, tax planning, saving for college, retirement planning and basic estate planning concepts.
This program is for beginners looking for a simplified but comprehensive overview of financial planning basics.
Your presenter will be James Lindner, CFP®, ChFC®, CLU and President/CEO of Retirement Strategies, Ltd. located at 5060 Parkcenter Ave. Suite A Dublin, OH 43017. James (Jay) can be reached at firstname.lastname@example.org or P: 614-799-8668. www.retirement-strategies.com.
Go to www.copeceducation.org for full COPEC and board affiliation disclosure information.