This class is held on Friday from 8:00 am to 5:00 pm.

• Financial plan requirements

• Data input

• Analysis of client current situation

• Quantifying client goals

• Identifying obstacles to clients' goals

• Presenting a plan

• use of Scenario Manager

• Implementing a plan

• Understanding the numbers

Note:  Breakfast: We will have coffee, juice, bagels, donuts, yogurt and fruit available every morning.  Lunch: “On your own” - ask us about dining establishments nearby.

Please ask if you have any other needs or for further information contact:  Charlotte Isbell or 800.666.1656 ext 13