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Are you on track for financial independence? Come find out from our expert advisors the important financial planning steps you should be taking at every age (20's, 30's 40's...) and what you can do if you are 'behind'.
You want to save more for the future - but where, and how? Learn more about our "bucket philosophy" and recommended ways to save based on your goals, time horizon, and desired rate of return. We will share best practices on 'how much' and where to save your money.
Another year has flown by, and before we ring in the new year let's discuss some strategic considerations which could have a lasting impact on your financial situation. Reviewing this checklist will help ease your mind and allow you to focus on the year ahead.
Financial planning itself – the process – is not different for men vs. women; but there are certain unique hurdles women face that should be considered during the planning process. We will identify some of the most common considerations women face and how to adapt your plan.
Join this webcast to hear what expert financial planners at AIS Planning recommend doing to start your financial year off on the right foot. We will provide practical, easy-to-implement ideas and tools specifically around saving and budgeting to ensure that you feel more financially empowered in the new year.
Your income is your greatest wealth-building tool. But when you have debt, you can’t build wealth, because you’re spending part of this month’s income to pay for something last month, last year or even last decade. We will be providing advice on steps you can take to prevent, pay off, and avoid consumer debt.
Does talking or even thinking about investments overwhelm or confuse you? We want you to have the knowledge necessary to feel confident in your investment decisions. This jargon-free webcast will focus on the basics: saving vs. investing, understanding investment allocation (and what that means), how to determine your stock to bond ratio, what is a target date fund, and other helpful tips for investing.
The most common question we are asked by participants is "am I on track for retirement"? Our answer is - "that's depends." Join this webcast to find out what factors should to be considered to determine whether or not you are on track for your targeted retirement. You'll leave with the tools you need to review your personal financial situation and increase your chances of getting and staying on track for retirement.