All You Really Need to Know About Financial Planning

Money skills are the 21st century’s survival skills. You may have a great education, a successful career, or be the best in your field, yet if you don’t understand how to make sound money decisions you won’t be going far. You don’t have to be a genius to make sound money decisions. In this informative presentation, Rick provides straight talk on financial planning, including what insurance you don’t need, when having a will can actually be worse than not having one, and a method of spending yourself to prosperity.

  1. You will learn the basics of creating a spending plan that really works
  2. What insurance you need or need to stay away from
  3. How to determine how much you need to save for retirement
  4. How to find and hire trustworthy advisers
  5. Why smart people make dumb money mistakes