Financial Planning for Young Professionals I: Assessing Your Situation 2022 | Greenwich Library | 2 March 2022 | Online
Venue
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| Event Date | Wed Mar 2 EST (almost 3 years ago) |
| Location | Online |
| Region | Americas |
Details
Successful financial futures begin with planning. The first step to any plan is assessing your current situation. In this presentation, we will learn how to make a net worth statement—a snapshot of where you are now and how to use it to measure your progress over time. We will discuss the importance of saving, budgeting and how to avoid mistakes when spending. Attendees of any age will benefit from this discussion on creating a system for maintaining financial records and cash flow management.
Speakers
2022 Speaker
Julie Jason
Founder | Chief Investment Officer, Jackson, Grant Investment Advisers, Inc.