Financial / Investment Planning Basics is a 3-part presentation that shows how the journey to a secure financial life of a successful investor begins with a financial plan. Each presentation is a short one. You can view all of them together in a single sitting, or view them individually. To get the most out of it, we suggest that you watch the sessions in order.
1. What is a Financial Plan and why do we need one?
2. How to tailor a Financial Plan to individual needs?
3. Key insights to create and stick to a Financial Plan