Goal:

 

To provide information and tools to help you map out a plan, with the help of an expert, for your financial life that takes you from where you are to where you want to be.



Summary:



We all need a solid plan for achieving our financial goals, especially women. Why? Because of the life events, life stages, and unique challenges that women face. Women also take on many different roles throughout their lives, compounded with fluctuating markets, a challenging economy, never-ending media hype, and it’s hard to make sense of everything. It’s no wonder that a recent survey* found that only 23% of women feel “well prepared” to make financial decisions compared with 45% of men. The survey also found that Baby Boomer and younger women are “not prepared” for retirement. This session will help you move from being unprepared to feeling confident and being better prepared to work toward and achieve your financial dreams.



Topics Covered:



• Knowing your numbers

• Setting clear goals

• Creating an investment plan

• Investing early and often

• Protecting assets

• Staying informed



Participants Will:



• Learn why planning is essential, especially for women

• Understand how specific life changes impact our plans, and

• Learn essential steps to ensure financial success.









* Prudential’s 2012-2013 Research Study, “Financial Experience & Behaviors Among Women”