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AACC: Having the Right Energy at the Right Time! & Financial Planning Techniques for All Stages of Life

Description

Part 1: Having the Right Energy at the Right Time!

You’ve come to realize that badge of honor for constant achievement that you so proudly wear is instead wearing you down-putting your health, relationships, and well being at risk. Your need for change is real, so why is it so difficult?

Part 2: Financial Planning Techniques for All Stages of Life

Becoming financially independent and secure in retirement requires years of proper planning and execution. This presentation will review the essential financial planning techniques for each stage of an individual’s life and the differences between various retirement plan options.

Learning Objectives

After completing the personal development portion of the course you will be able to:

  • Understand how to create mental shift through 4 energy patterns
  • Identify their preferred patterns & their implications
  • Use the feet as a foundation while intelligently coping with gravity

After completing the financial planning portion of the course you will be able to:

  • Identify and discuss the various stages of financial planning and the essential planning techniques
  • Identify and discuss the pros and cons of various retirement plan types(IRA, 401K, etc.)
  • Identify and discuss the various stages of a business succession plan
  • Understand the importance of combining personal financial planning with business succession planning
Major Topics

Part 1: Having the Right Energy at the Right Time!

  • Self care as it relates to leadership
  • Body based techniques of personality that impact behavior and leadership
  • Implications of your patterns and your leadership
  • Practice tips for real-life application

Part 2: Financial Planning Techniques for All Stages of Life

  • Essential planning techniques for various stages of financial planning
  • Pros and cons of various retirement plans
  • Stages of succession planning
  • Combining personal financial planning and succession planning
Course Level
Basic
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Personal Development
2
Finance
2
Who Should Attend

Anyone

Prerequisites

None

Advanced Preparation

None

Location
 
Anne Arundel Community College: Careers Center (CRSC) Room 253
101 College Pkwy
Arnold, MD 21012 US
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When
Feb 24, 2020
1:00 pm - 4:30 pm EST
Location
Anne Arundel Community College: Careers Center (CRSC) Room 253
101 College Pkwy
Arnold, MD 21012 US
Total CPE Credits
4
Format
In-Person

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AACC: Having the Right Energy at the Right Time! & Financial Planning Techniques for All Stages of Life


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