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http://cinziamazzamakeup.com/?x=ho-cialis-generico Financial Planning Video & Presentation includes:
- What’s a Financial Plan
- Why you need a Financial Plan
- What does a Financial Plan include
- The Financial Planning Process
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go here The checklist focuses on 6 key aspects of an individual’s life:
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- Are taxes up to date?
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- Short term goals (1-5 years)
- Medium term goals (5-10 years)
- Long term goals (10+ years)
- Retirement goals
- Critical Illness
- Power of Attorney
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- Living Expenses (Are they responsible for other family members?)
- Long Term Elder Care (Are they responsible for their parents?)
see url The checklist, video and presentation are unbranded so you can add your own contact information, your website link and your logo to it. Don’t forget to use it with your clients and centres of influence and on your website, email and social media.