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Webinar on 5 Critical Aspects of a Financial Plan

  April 20, 2016  
Compliance4All, Online Event


In all aspects of life whether on the job or at home, if we have a plan and know where we are headed, we can be so much more productive. When we worry about money yet do little to manage it, we get anxious. This session will help eliminate that fear, reduce your stress, and ultimately make you more productive. Learn what the components of a comprehensive financial plan include and how that plan can help end your money worries, increase your knowledge about paying yourself first, make your money grow faster, and prepare you to achieve your goals and reduce your risk.

Why should you Attend: 

Before building a financial plan, you need to know your goals and objectives. How can you build your future if you don’t know what is important to you and where you are going? What path will you take? Given your passions, your strong points, and your vision, how are you going to get there? Once you have established your goals, do you know how to ‘Pay Yourself First’? How much money is needed to achieve your dreams? Where and how can you find it? Do you know how much you should save? Have you established a budget to help you find the funds you need? What adjustments do you need to make in order to save enough for your goals? Do you need to make changes to your lifestyle? Do you know how to manage credit and the resulting debt? Do you know that you can avoid or minimize risk by having a safety net? Do you have enough money to pay for the unexpected or purchase insurance?  

Areas Covered in the Session:

  • Establish Goals and Objectives
  • Pay Yourself First
  • Create a Safety Net
  • Invest in Your Future
  • Tax Planning and Preparation
  • Communications or Estate Planning
  • Where to Get Help
Who Will Benefit:
  • Bankers
  • Accountants
  • Treasury department
  • Credit Managers
  • Collection Managers
  • CFOs
  • Sales managers
  • Controllers
  • Accounts Payable Managers
Organized by: Event Manager
Invited Speakers: Speaker Profile:
Carol Friedhoff CFP®, MS, EA, PMP, President of Savvy Outcomes Inc., is a fee-only Certified Financial Planning™ practitioner. She has many years of business experience with more than 20 years in financial services. An active member of numerous organizations including the National Association of Personal Financial Advisors (NAPFA), Alliance of Comprehensive Planners (ACP), Financial Planning Association (FPA), Professional Member of National Speakers Association, and Project Management Institute (PMI). 
Deadline for Abstracts: 2016-05-18
Contact Detail:

Compliance4All DBA NetZealous,
Phone: +1-800-447-9407
Email: support@compliance4All.com
E-mail: support@compliance4All.com
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