Course Objectives

Objectives

  • Create your own personal finance plan today.
  • What is your risk tolerance and how should that direct your investments. 
  • Learn how and when to begin your income protection.
  • Learn the best route toward retirement planning.
  • Learn the whats and whens of insurance.
  • Discuss physician disability fine print.
    • Most do not have adequate employer provided disability coverage.
  • Learn how the market works and the strategy behind investment.