Managing finances can be a daunting task.
With so many competing business and personal financial priorities, it can feel overwhelming to gain clarity and confidence in your financial life. Financial planning is a journey and taking control is the key to making your dreams a reality. This workshop takes you beyond the basics of financial planning and helps you understands what to do next and the unique considerations for women when it comes to their planning.
1) Review the five key considerations: Save, spend, grow, protect and give - beyond the basics
2) Understand investment strategy, especially in today's changing world
3) Steps you can take now that can help you on the path to achieving your short and long term goals
Who this class is best for:
Everyone! Particularly suited for those mid-level and above, as well as small business owners.
About the instructors:
Renee Cohen and Cindy Shih are experts in women's financial management and advisors from Northwestern Mutual. Renee and Cindy partner with their clients to provide the advice they need to dream courageously and live with purpose. Through strategic solutions and tax-efficient planning, Renee and Cindy help families and businesses mitigate risk and optimize resources in a way that stays true to their values. renee.cohen.nm.com and cindy.shih.nm.com