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Live Webinar – Actionable Ideas for Personal Finances
April 28, 2020 | 12:00 pm - 1:30 pm
FreeAIA TRIANGLE WEBINAR
SPONSORED BY
Actionable Ideas for Personal Finances
Online Live Zoom Meeting
April 28, 2020 | 12:00 pm – 1:30 pm | 1.5 AIA LU
PROGRAM
As professionals of AIA this seminar offers a platform to specifically address the current world aspects that effect all and offer navigational tools into way of business, financial security and strategies to adjust to times of uncertainty offering equitable access, encourage social interaction and benefit all. This seminar will allow participants the opportunity to learn about creative solutions to personal finance questions. We will discuss cash flow ideas during stressful times, thoughtful solutions to many current issues, and we will address the market volatility that we are currently experiencing. We welcome questions from the participants and want this seminar to be interactive with an educational platform.
LEARNING OBJECTIVES
Participants will examine the tools to evaluate long term well being touching on factors of savings, investing, protecting, retiring and estate planning.
Participants will investigate four box strategy that guides them in evaluating income sources and lifestyle costs unique to them as well as have the technology to keep up with this thought process.
Participants will assess the effects of CARES Act and how it affects their personal situation.
Participants will examine market volatility and what it means to them. Each participant will have the ability to assess their own risk score and understand how that fits into their personal picture.
PRESENTED BY:
Domenica Stuckey, Matthew Schade, Raymond Wickham, and P. Haden Jennings
