Budgeting During Life Stages
Course # 650
Whether you are just starting your career or looking towards retirement, there is a need for a financial plan to meet all the important aspects of your life.
Objectives: (At the end of this course participants will be able to)
- How to establish a budget
- Important components of a mortgage
- Planning for retirement
- Retirement contributions and withdrawals – do’s and don’ts
(audience course is
designed to reach)
Individuals who want a better understanding of controlling their budget, planning for large expenses, and planning for retirement.