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How Are You Doing? A Financial Check-Up

Just in time to develop some 2014 New Year's resolutions, this webinar will discuss twenty ways that people can assess their financial progress and identify areas of their financial life that need improvement. Topics covered include financial quizzes, financial goal-setting, income and expense statements, net worth, debt ratios, marginal tax brackets, retirement planning, investment performance metrics, investment risk tolerance, insurance needs, estate planning, and more. The webinar will include time for interactive chatting and links to online resources.
* If you were unable to join the live session of this web conference and have viewed this archived session, you may be eligible to receive 1.5 AFCPE CEUs (if AFC credentialed) by taking a short quiz about this sessions content. To do so, please review these instructions:http://create.extension.org/sites/default/files/campusextensioninstructions.pdf

Presenters

Dr. Barbara O'Neill

Created by Molly Herndon

2 Comments

A great webinar for Personal Finance Counselors!

Avatar_placeholder George Katsinis

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4 months ago

Thanks George! I'm glad you enjoyed it.

Thumb_molly Molly Herndon

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4 months ago