When times are changing, it’s a good idea to review your finances and how you manage them. You may want to reassess your tolerance for risk, reexamine your goals and change your savings and retirement plans. This seminar discusses the foundations of a good financial plan and what adjustments you might want to make in uncertain times.
Objectives: Following this seminar, participants will be better able to:
• Recognize their tolerance for risk and how it affects their financial decisions
• Understand their savings, investment and retirement options
• Develop a new personal financial plan—or adjust their existing financial plan—to meet their current
Presenter: Facilitator from Humana/HRI (Columbia University’s Employee Assistance Program)