Overview
Please note your TIME ZONE!This Course is a Live Webinar and will be live-streamed:
8:00 pm ET, 7:00 pm CT, 6:00 pm MT, 5:00 pm AZ, 5:00 pm PT
Participants in
this course will walk-away with a broader understanding of financial life
planning. The course provides financial education and literacy in cashflow
management and long-term investing. Participants with even a basic
understanding of personal finance concepts will find valuable information to
help orient themselves and determine where additional education could help
support their overall financial wellness. Participants will also be able to
define for themselves their vision of financial success, be it material wealth
or a new sense of confidence around handling of personal financial matters.
Participants will learn how financial planning can help them achieve their
personal and professional goals. The course is designed to be interactive and
provide a venue for participants to look within themselves and determine their financial
intentions. Financial life planning allows participants to take a step back
from the dailyness of earning a living so that they can create a purposeful
life. Financial life planning is more than understanding how to invest in the
stock market and how to save for retirement. Financial life planning takes into
consideration the entire person, and allows participants to consider their
total worth, not just their financial net worth.
Course
Objectives:
·
Define Financial Planning and Financial Wellness
·
Facilitate a
process that allows one to define fulfillment in; money, career, personal development,
relationships, health, etc.
·
Explain what
goes into a good financial plan
·
How to
determine existing/recommended savings rate & rate of return
·
How to
project retirement income based on existing/recommended savings habits and
income
·
How to
optimize a debt paydown schedule
·
How to
determine personal existing exposure to property & casualty liability
·
How to
determine life insurance needs and procurement
·
How to hire
outside help and create game plan for an effective initial meetings
Manny Apolonia,
CFP
As a Certified Financial Planner with more
than 15 years of financial services experience, Manny has proven to provide
value in all of his client relationships. Manny defines a successful client
engagement as, "being a part of helping a client achieve all-around
wellness. That means financial, emotional, and physical wellness. All of these
facets of my client's life matter to me."
With a Master’s in Financial Planning from Golden Gate University and a Bachelor’s in International Business from University of San Francisco, Manny translates academic theory into practice. Manny continually learns from industry leaders to stay updated with best practices through continuing education training. Manny has completed positive psychology coach training from Co-Active Training Institute and is in the process of earning his certification. These skills help Manny help move clients from emotional reactivity around their finances to a gratitude mindset. The approach emphasizes recognition of their achievements and leaves them open to new possibilities and perspectives.
Course Contact: Angie.Michlig@smilebrands.com
Course Categories: Personal Money Management (Finances, Investments, Estate Planning, Tax Planning, Personal Profitability)
Provider Approval: (AADH) American Academy of Dental Hygiene, Nationally Recognized (AGD-PACE) Academy of General Dentistry Program approval for Continuing Education
Educational Type: Live
Educational Method: Lecture
Prerequisites :
N/A
Sponsor(s) : Smile Brands, Inc
Conflict of Interest Disclosure: None
All CE Zoom related support: support.cezoom.com
Date / Time
Tue, May 9, 2023: 07:00 PM - 08:30 PM CT
Location
Online
Tuition
Complimentary