This comprehensive introduction to Financial Planning for Individuals will provide attendees the opportunity to learn constructive and useful principles that can be applied to their own financial situations. Issues ranging from retirement and education planning, to asset allocation and risk management will be discussed. The focus will be on helping attendees learn how to quantify macro financial goals and begin to determine tactical strategies that can help those goals become reality.

A detailed presentation along with handouts and workbooks will be provided. There will also be ample time for Q & A with professional staff of our financial planning group.

Cost: $95 per attendee or $150 per couple

Class Location: HA&W Offices (Atlanta)