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  • The Friday Financial Freedom Series

The Friday Financial Freedom Series

  • Friday, May 07, 2021
  • 3:30 PM - 4:30 PM
  • Zoom

Registration


Registration is closed
April 23: Empowering Everyone for Financial Freedom:  Strategies for Newer Attorneys 
  1. Goals 
  2. Budgeting 
  3. Managing risk: liability, disability 
  4. Saving and investing 
    1. Compounding interest, time horizon 
    2. Retirement planning 
  5. Debt management:  student loans and credit scores 
  6. POA and healthcare directive 

April 30: Empowering Everyone for Financial Freedom:  I Have Money, Now What? 

  1. Managing risk:  liability, disability, life, long term care 
  2. Cash flow and net worth 
  3. Saving and investing 
    1. Asset allocations and risk tolerance 
    2. Time horizon and compound effect 
    3. Types of investment accounts 
    4. Savings strategies to reach your goals 
      1. College planning for kids 
      2. Homeownership  
  4. Retirement planning 
  5. Estate planning (basic documents needed) 

May 7: Empowering Everyone for Financial Freedom:  Retirement on the Horizon 

  1. Retirement risks 
  2. Sources of retirement income, including Social Security 
  3. Strategies for liquidating assets 
  4. Estate planning (beyond basic documents but not in depth) 
  5. Planned giving (not in depth) 

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