February 24, 2020

In-Person

Anne Arundel Community College: Careers Center (CRSC) Room 253
101 College Pkwy, Arnold, Anne Arundel County, Maryland 21012

4 CPE Credits

AACC: Having the Right Energy at the Right Time! & Financial Planning Techniques for All Stages of Life

February 24, 2020
In-Person
4 CPE Credits

AACC: Having the Right Energy at the Right Time! & Financial Planning Techniques for All Stages of Life

Part 1: Having the Right Energy at the Right Time!

You’ve come to realize that badge of honor for constant achievement that you so proudly wear is instead wearing you down-putting your health, relationships, and well being at risk. Your need for change is real, so why is it so difficult?

Part 2: Financial Planning Techniques for All Stages of Life

Becoming financially independent and secure in retirement requires years of proper planning and execution. This presentation will review the essential financial planning techniques for each stage of an individual’s life and the differences between various retirement plan options.

Learning Objectives

After completing the personal development portion of the course you will be able to:

  • Understand how to create mental shift through 4 energy patterns
  • Identify their preferred patterns & their implications
  • Use the feet as a foundation while intelligently coping with gravity

After completing the financial planning portion of the course you will be able to:

  • Identify and discuss the various stages of financial planning and the essential planning techniques
  • Identify and discuss the pros and cons of various retirement plan types(IRA, 401K, etc.)
  • Identify and discuss the various stages of a business succession plan
  • Understand the importance of combining personal financial planning with business succession planning

Major Topics

Part 1: Having the Right Energy at the Right Time!

  • Self care as it relates to leadership
  • Body based techniques of personality that impact behavior and leadership
  • Implications of your patterns and your leadership
  • Practice tips for real-life application

Part 2: Financial Planning Techniques for All Stages of Life

  • Essential planning techniques for various stages of financial planning
  • Pros and cons of various retirement plans
  • Stages of succession planning
  • Combining personal financial planning and succession planning

CPE Credits Available

4 CPE Credits
2
Finance
2
Personal Development

Anne Arundel Community College: Careers Center (CRSC) Room 253

101 College Pkwy, Arnold, Anne Arundel County, Maryland 21012

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Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Personal Financial Planning

Prerequisites

None

Advanced Preparation

None

Intended Audience

Anyone

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