Personal Financial Planning Basics

The major financial news outlets, TV investment gurus, large financial firms, and easy-to-use mobile money apps may lead you to believe that ‘your FINANCES = your INVESTMENTS.’                                                                                                                          
While investment planning is an essential component of your financial situation, it represents only one piece in a broader personal financial picture. Comprehensive personal financial planning is multi-faceted and involves tax preparation/planning, estate planning, retirement strategies, investment management, insurance planning, and much more! To achieve balance in your finances and properly prepare for the future, a comprehensive financial planning approach is highly advised. In this seminar, you will learn about each of the core financial planning domains and gain an understanding of how each element plays an important part in establishing your complete financial picture.                                                                                                                                                                              
This session will be presented by Adam P. Scherer, Founder and Lead Financial Planner at Greenbeat Financial, a West Hartford-based independent financial planning firm. Adam is a CERTIFIED FINANCIAL PLANNER™, holds a Master of Science degree in Personal Financial Planning, and is an Enrolled Agent, admitted to practice before the IRS.