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How Are You Doing? A Financial Check-Up

Wed December 4, 2013: 11:00 am-12:30 pm EST

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CEU approval for OneOp Personal Finance webinars expires 3 years after the live event. CEUs are no longer available for this webinar. For more information and to earn CEUs from more current webinars click here.


Just in time to develop some 2014 New Year’s resolutions, this webinar will discuss twenty ways that people can assess their 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 tax brackets, retirement planning, investment performance metrics, investment risk tolerance, insurance needs, estate planning, and more. The webinar will include time for interactive chatting and links to online resources.

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