In this workshop, we will cover the following topics:
Financial Goals - how to establish, define and achieve your financial goalsRetirement - discussion on account types, investment strategies and retirement savingsEmergency Reserves - the process and benefits of building an emergency reserveCollege Savings - discussion on the types of accounts and setting goals to cover educational costsManaging Debt - strategies and approaches to manage and pay down debtCompeting Priorities - scenarios to help prioritize financial goals
Discussion
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