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National Financial Planning Month: Expert Insights
October 27, 2022 | 12:00 pm - 1:00 pm
Having short-term and long-term financial goals is a big step in helping you feel more in control and confident about how you are spending and saving money. How you achieve those goals can seem overwhelming, but financial planning is an easy way to help you evaluate your finances and develop a strategy to achieve your goals.
In this month’s FIT4Learning webinar, we’ve invited financial expert Jeff Dorfman to discuss the importance of financial planning and help you understand questions you should ask when meeting with an advisor, such as:
- When will I be able to retire, and how much will I need?
- How much should I save each year?
- Do I have the proper choices in my retirement or 401(k) plan, and is it enough to allow me to retire when I intend to?
- How do I finance a big purchase/unplanned expense?
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