This webinar will discuss 20 ways that people can assess their personal financial progress and identify areas of their financial life that need improvement. Topics covered include financial quizzes, financial goal-setting, income and expense statements, net worth, debt ratios, marginal income tax brackets, retirement planning, investment performance metrics, investment risk tolerance, insurance needs, estate planning, government financial statistics, and more. The program will conclude with suggested action steps to put the workshop content into practice.
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