Manage Your Future Now - My Money and Me (Part 4 of 4)

2013 My Money & Me Webinar Series
Presented by Mark B. Robinson, CIMA® AIFA® and Wanda J. Roberts

Oct. 23 - Part 4 of 4: MANAGE YOUR FUTURE NOW - My Money & Me!

“The only way to deal with the future is to put yourself in a space where you are functioning effectively now.” - Mark B. Robinson

In this session participants will examine the connotations of ‘risk’ and ‘safe’ and how our various interpretations of them may affect our future. Example age-based action plans and check lists for managing the future now will be outlined including check lists for dealing with emergencies and the transfer of information, records and intentions to spouses and family members. The session concludes with instruction on the importance of being informed, aware and adaptive.

Learning Targets
- Utilize an aged-based checklists for getting control over financial-related issues
- Account organization and consolidation
- Understand age/risk-based example asset allocation
- Understand the importance of measuring returns and being informed, aware and adaptive on matters related to the financial markets

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The My Money & Me webinar series has been accepted by the Association for Financial Counseling and Planning Education (AFCPE®) continuing education (CEU) Department for .5 hours of credit for each webinar with a total of 2.0 CEUs. AFCPE will enter this information into their database towards 2012/2013 CEU requirements once members provide proof of completion. Member account status can be checked anytime at http://members.afcpe.org . AFCPE continuing education details can be found here: http://www.afcpe.org/certification/continuing-education.php.

Created by Wanda Roberts

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