Financial Planning Basics

Whether this is your first foray into financial planning or you want a refresher to make sure you are on the right track, Financial Planner and Senior Vice President from Pointes North Wealth Management Matt Rigatti will walk you through what you need to know. As always, in addition to the stated topics, he will answer financial planning questions from attendees on topics related to their financial situations. Setting S.M.A.R.T. goals Budgeting Investing, Insurance, and Tax planning Saving for college Retirement and Estate Planning