Teaches an easy-to-follow action plan for managing your assets, your liabilities, your credit and your goals. You will learn how to set up your personal balance sheet and cash flow statement, examples for organizing and coordinating your brokerage accounts, IRAs and company-sponsored retirement accounts, and instruction on how to balance paying-off debt, saving for emergencies and investing in your future. You’ll also learn the importance of matching-up the right types of investments for each of your goals to increase potential gains and reduce potential loss. Asset allocation concepts learned in Course #1 will be applied in this course.
Event Type(s): Adult Program
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