If you chose our online track, our Workshop experience will be a bit different for you. It is just you and your instructor. No one else can see you, hear you, or see your information. It is a great environment for you to learn and begin planning your financial life!
FIND YOUR HOMEWORK
You may want to pull out that homework sheet we asked you to think about earlier in this process. Not to worry if you did not finish completing it, you will have time during the Workshop. But if you did have time to complete it, you may find it helpful. Also, having a general idea of your resources will be helpful as well, but you certainly do not need to pull out that shoe-box full of statements. We won’t need to get that specific just yet.
CONNECT TO THE WEBINAR
Remember that email you received confirming your registration? It is time to dig that out and click the link. Once you do, GotoWebinar will launch on your computer. Let it load, and then you must choose whether you wish to use a telephone or VOIP to participate. We highly encourage the use of the “telephone only” option because the sound quality is usually better, but that is up to you.
ORGANIZE YOUR FINANCIAL “STUFF.”
Let’s face it . . . investments are confusing. You may even be nervous about sitting down with an advisor. We can help you get organized so you feel better prepared. Our Workshop will help you pull it all together.
You can have the system compile all of your data with a few short clicks—directly from your financial institutions. Add in your investments, insurance, real estate, loans, and even your old baseball card collection. If you prefer to enter your information manually, just open that shoe-box and pull out your statements. (We recommend the easy method).
WHAT TYPE OF RISK TAKER ARE YOU?
Are you the type that likes to take risks or are you more conservative? Sometimes the answer to this question is a predictable indicator of your financial approach. Yet, many other times, when people see the true impact risk can have on their financial plan (in dollars and cents) their views change. We will help you understand the relationship between risk and reward in your portfolio. We can also help you evaluate a risk level compromise if you and a significant other have differing points of view.
HOW ARE YOU INVESTED NOW?
Are you invested appropriately according to your risk level? Our software will help determine, based on your risk profile, what makes sense for you. Should you make changes? You will find out…
MAKE THE MOST OF WHAT YOU HAVE: THE PLAY ZONE®
Small changes can make a big difference. What you have and what you want don’t always match and you have to make some decisions. It doesn’t have to be all or nothing. Discover how to make the most out of what you have in the Play Zone®.
-CAN YOU RETIRE EARLY?
-BUY THAT LONG DESIRED SPORTS CAR?
-REMODEL YOUR KITCHEN?
-WHAT ARE YOU AFRAID OF?
Some things you just can’t control, but they will affect you. Our Workshop will help you to see how your plan is affected if something outside of your control were to happen. Do you ever wonder what will happen to your retirement if they make changes to social security? What if inflation goes up or you live to be 95? “What are you afraid of” will show you how your portfolio responds to a variety of external factors.
Finally, when you are all done with the Workshop you will receive a customized executive summary of your plan, just for you. It will include all of the information you need to determine what your next steps should be..