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June 2019

Financial Basics

June 1, 2019 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
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Appropriate for anyone interested in gaining an understanding of the elements that go into a properly structured financial plan.  In addition to covering financial basics, topics will include the following subject matters: Assumptions for rates of return and inflation for various investment risk tolerances. Dynamic, Realistic Budgeting. Risk Management – Life, Disability, and Death happen.  How to manage each risk without breaking the bank. Disciplined Asset Management – Do you have what it takes? Asset withdrawal rate – How much…

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