Personal Financial Planning

February 23, 2021 @ 1:00 pm – 2:30 pm
Steady for Life Studio, 7900 Bailey Cove Rd SE F

Instructor: Alan Markell

This two session program will assist participants in organizing and maximizing personal finances. The first session will explain how to order a credit report and will allow members to complete a life insurance calculator and an asset allocation questionnaire. Results will be discussed in the second session. Session 2 will also cover the following: life insurance, asset classes and allocation, diversification, 3-Fund and 4-Fund portfolios, investment fees, expense ratios and loads, rebalancing portfolios, tax loss harvesting, financial advising, Roth and traditional IRAs, portfolio withdrawal strategies, Social Security strategies, and annuities. This useful overview will give participants greater confidence in future financial decision making.