Financial Fitness: Financial Planning Basics
Financial Services
Kelly Tyriver
Senior Retirement Plan Manager II Strengthen your financial position by understanding how to leverage your workplace benefits. M3 Financial’s webinar series provides you with guidance from a variety of experts within the industry.
Watch this month’s M3 Financial webinar recording for insight into the basics of financial planning. The presentation addresses the different elements of financial planning, from budgeting for the present all the way to achieving your future long term goals such as retirement. Topics discussed are tax implications, investing, and other critical factors to financial planning. Also covered is the financial planning process and how a professional approaches the task of creating a holistic plan for you and your household.
Length: 32 minutes
