My Money & Me: Part 4—Manage Your Future Now
Date: October 23, 2013
Time: 11:30 a.m.-1 p.m.
Contact: Wanda Roberts, email@example.com, 248-858-1008
This webinar is the last one in a four-part series facilitated by Michigan State University Extension. You can follow the event by visiting the eXtension website. The webinar will be recorded. The My Money & Me webinar series has been accepted by the Association for Financial Counseling and Planning Education (AFCPE®) continuing education (CEU) Department for six (6.0) hours of credit. AFCPE will enter this information into their database towards 2012/2013 CEU requirements once members provide proof of completion. Member account status can be checked anytime. Read more about AFCPE continuing education details.
In this session participants will examine the connotations of "risk" and "safe" and how our various interpretations of them may affect our future. Example age-based action plans and check lists for managing the future now will be outlined including check lists for dealing with emergencies and the transfer of information, records and intentions to spouses and family members. The session concludes with instruction on the importance of being informed, aware and adaptive.
- Utilize an aged-based checklists for getting control over financial-related issues
- Account organization and consolidation
- Understand age/risk-based example asset allocation
- Understand the importance of measuring returns and being informed, aware and adaptive on matters related to the financial markets