PPT-Basics of Personal Financial Planning

date venue contact information Introduction About the PFP Section amp PFS Credential The AICPA PFP Section provides information resources advocacy and guidance for CPAs who specialize in providing estate tax retirement risk management and investment planning advice to individuals and their closely held entities. 7. July 2015. 2. Disclaimer. . T. his presentation is intended to provide a general overview for information and educational purposes only and is. . not a comprehensive treatment of the subject matter.  The information is provided generally without considering specific circumstances and should not be regarded as a substitute for professional advice.  The Investor Education Centre (“IEC”) has not advised on, passed on the merit of, endorsed or recommended any of the products/services or types of products/services referred to in this presentation.  Readers/Audiences should seek professional advice if they consider necessary.. A seminar for business owners. Michael J. Kearns . CLU. . ChFC. Financial Advisor. The Northwestern Mutual Life Insurance Company . · Milwaukee, Wisconsin. 2. Can I retire in 10 years?. Can this business fund my retirement? What if my partner dies? Do I want to do business with his son? Now I’ve personally guaranteed a loan. [presenter name/business name]. [presentation date]. Introduction. About the PFP Section & PFS Credential. The AICPA PFP Section provides information, resources, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and their closely held entities. Presented by:. Lissa. M. Benton. Financial Services Professional. Property & Casualty Broker. Agenda. What is financial planning?. Your professionals. Asset Protection. Strategic Tax Planning. Estate Planning. 59. th. Annual V.G. Young Institute School for . County Commissioners Courts. February 8-10, 2017. Donna . Thornton, CPA CIO. Objectives Part One. Discuss and Analyze the Differences . B. etween . G. 59. th. Annual V.G. Young Institute School for . County Commissioners Courts. February 8-10, 2017. Donna . Thornton, CPA CIO. Objectives Part One. Discuss and Analyze the Differences . B. etween . G. 7. July 2015. 2. Disclaimer. . T. his presentation is intended to provide a general overview for information and educational purposes only and is. . not a comprehensive treatment of the subject matter.  The information is provided generally without considering specific circumstances and should not be regarded as a substitute for professional advice.  The Investor Education Centre (“IEC”) has not advised on, passed on the merit of, endorsed or recommended any of the products/services or types of products/services referred to in this presentation.  Readers/Audiences should seek professional advice if they consider necessary.. Section 1.1: Decisions and Goals in Personal Finance. Making Personal Financial Decisions. Personal financial planning means spending, saving, and investing your money to have a life you want while maintaining financial security.. Dave . Ramsey Activity…. Chapter 1 Quiz. Chapter 1 Notes. Get My Goals WS. NEFE 1-7 pages. PF-Chapter 1 Personal Planning. 1. Clay’s Candy Bar Madness. Payday: You did it! You are a Millionaire.. Progress Wealth Management is a financial consultation site that strive to help people with planning out their financial life and reach their financial goals. Visit: https://progresswealthmanagement.com/ The world of Retirement Planning can feel like a giant maze. The professionals at Progress Wealth Management have helped thousands of people better plan for their transition into retirement. Progress Wealth Management is a financial consultation site that strive to help people with planning out their financial life and reach their financial goals. Visit: https://progresswealthmanagement.com/ If you’re an employee at a startup, you may be offered stock options as part of your compensation package. These stock options can be a valuable source of income, but only if you understand how they work and when to exercise them. Visit: https://progresswealthmanagement.com/ Agenda. Planning for Your Financial Future. Money Personalities. The Power of Planning. Developing Your Spending Plan. Resources. Money Personalities. Money Personalities . Planning for Your Financial Future. Amy Shapiro . Recap from Week 1. Converting assumptions into numbers, measuring activities, managing time . Evaluating client’s skill level, learning style, abilities. Understanding external factors: .