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Financial Planning Basics
Thursday, August 13, 2015 – 2 – 3 PM EDT
Featured Presenters: Joe Sullender, CFP & Bob Leins, CPA
Target Audience: All Federal Employees – Beginning Career, Mid-Career, & Pre-Retirement
At each career phase what situation(s) need to be addressed for your financial plan?
What focus should I consider? What changes may be necessary along the way?
What events should I monitor during my career so adjustments can be made in a timely fashion?
What informational sources and tools are there to assist in the above process?
• Social Security
• Other Investment Options
• Risk Analysis
• Diversity of Investments
Join this month’s webinar as we discuss the parts of a good financial plan and how to tailor the plan to your personal situation.