Taking Charge: Understanding Your Goals & Objectives

Does the thought of financial planning feel overwhelming? You’re not alone. In this four-week basics series Secure Your Future, designed specifically for older adults, Benjamin James will draw from the valuable insights in his book, The Playbook: Fundamentals for the Financially Organized & Addressed. This clear and concise course will empower you to take charge of your future.

Join James to learn how to set goals, understand your financial statements, navigate crucial estate documents, and optimize your insurance, taxes, and Social Security. Gain the confidence to make informed decisions and secure a worry-free retirement. If you wish to purchase the Kindle edition of The Playbook, you’ll find it’s under $4 at Amazon. 

In this first session, Ben James provides an overview of the seven fundamentals of financial planning outlined in his Playbook. Along with some case histories and personal stories, James will show you how to build your own playbook, which will help you declutter, track your net worth, document expenses and income, plan your estate, and articulate your goals — all in one place. He will highlight considerations such as the important documents to keep that you may not have thought of!

Session 1: May 21 – Taking Charge: Understanding Your Goals & Objectives (1 Hour)
Session 2: May 28 – Build a Strong Foundation: Financial Statements Explained (1 Hour)
Session 3: June 4 – Protect Your Legacy: Essential Estate and Legal Documents (1 Hour)
Session 4: June 11 – Safeguarding Your Assets & Streamlining Taxes: Insurance, Social Security & Tax Strategies (1 Hour)