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How to Paint your Financial Picture
Learn to:
- Identify your current financial picture, and properly set up your cash flow for success.
- Determine your needed cash reserves, and implement a plan to attain that balance.
- Identify your financial risks and implement a lifetime plan to transfer those risks.
- Understand your investments, diversification, account types, and investment options.
- Understand how to plan for your assets passing to your loved ones at death.
- Identify the amount you need to be saving for your retirement.
This presentation is open to all parishioners! -
Meet our Presenter:
Parishioner Ron Hammond is a retired advisor and former Certified Financial Planner ® with over 40 years in the industry. This is not a sales presentation, there will be no referrals; Ron is just a caring man wanting to help others get on the right path.