For any discussion related to financial fundamentals, clearly defining what’s important to you and your goals is an important starting point. This workshop will help you identify your goals and learn the financial tools available to help meet those goals, including:
– Home financing – identifying your home financing goals and the appropriate type of mortgage or other financing needed to meet your goal
– Life Insurance – do you need life insurance and if so, what type of insurance is appropriate to meet your need (e.g. term life vs. whole life)
– Education planning for your dependents – identifying your education funding needs and the benefits of 529 plans vs. UTMA accounts
– Charitable Giving – how to maximize your giving impact