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Have you ever wondered if you needed a financial plan? If you're like many consumers, you'll feel more in control of your financial future if you have a plan. According to a recent national study, 74% of those with comprehensive financial plans feel more financially prepared despite volatile market/economic conditions. (Value of Financial Planning study conducted by Harris Interactive, August 2008.) Whether you’re just starting a career, or preparing for retirement, a personal financial plan is an effective way to manage all areas of your financial life to meet current needs and future dreams.
UCAR offers staff, and their spouses/partners, the following FREE resources to help start or review your financial goals, strategies, and plans for the future. Optional, private, follow-up services with financial planning experts are also available upon request at the sessions at participants’ costs. Don’t miss out on these FREE financial planning resources!
Financial Planning for Your Future (tailored for those <50)Friday, February 25, 20119:00 a.m.-4:30 p.m.FL2-1003Presented by: Pre-Retirement Planning Institute, Lakewood, CO
Pre-Retirement Seminar (tailored for those >50)Friday, March 18, 20118:15 a.m.-5:00 p.m.FL2-1003Presented by: Pre-Retirement Planning Institute, Lakewood, CO