Recording available after original program date, 11/30/2022
The purpose of this presentation is to allow you to assess where you are at in your career and life so that you can thoughtfully plan for the next 20 years. For most, the middle portion of their career represents their peak earnings and expense years. It is important to understand the current state of your financial situation and career, where you would like to be, and map out a plan to get there. If you haven’t started or feel “behind” in this process, this presentation should help you take that next step.
What you will learn:
• Your Financial Plan: Do you have a financial plan? Have you reassessed and modified it over time?
• Savings: Retirement, children’s education, other lifestyle goals
• Lifestyle Considerations: Where am I at and where do I want go? What do I need to do over the next 20 years to be “successful?” How do I want my career to wind up?
Speaker: Adam Goldstein, IFG Advisors LLC, St. Louis
Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.
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