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
