About this Course

It's Your Money is designed to teach attendees to understand the financial planning process (net worth, budget, goals and objectives, projection, investments), equity & fixed income investing, fiduciary versus suitability liability and how a Charitable Gift Annuity is different than a commercial annuity. Week 1 Your Money, Your Future (Tax Update) Week 2 Smart Financial Planning I Week 3 Medical Care Planning Week 4 Today’s Investment World Week 5 Equity & Fixed Income Investing Week 6 Smart Financial Planning II