Personal Financial Planning

Upcoming Dates:

• Upcoming Dates Available Soon: UH Main Campus

Time: 9 a.m. - 3 p.m.
Cost: $950

Course Description

This course will introduce participants to the topics that, when implemented, will lead to financial security.

Agenda

• Creating and analyzing personal financial statements.
• Qualified and non-qualified retirement plans and retirement needs analysis.
• Personal risk management topics; property/casualty/liability/disability Insurance.
• Topics in estate planning. Wills, trusts and powers of attorney.

Instructor