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  • Needs-Based Financial Planning and the Economic Ladder

Needs-Based Financial Planning and the Economic Ladder

  • Tuesday, September 13, 2016
  • 6:00 PM - 8:15 PM
  • UMBC Training Center, 6996 Columbia Gateway Drive, Suite #100, 21046

Registration


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Overview:

Are you applying the same proven techniques you use in your career to your own finances?

 

Join Jeff Baughman and Brad Bartkowiak from MassMutual for a presentation and discussion on the importance of strategic, needs-based financial planning. Learn about the different stages of the economic ladder everyone climbs during their financial lives and how it applies to your savings, protection, and investment needs.  Whether you are a consultant, an FTE, or an independent contractor the topics discussed will be relevant and valuable.  Jeff and Brad will directly relate personal finances to a business structure and how you can start the process of identifying your personal stakeholders, objectives, requirements, processes, and goals.


Meeting Agenda:

5:45 - 6:00 PM Sign-In and Memberships

6:00 - 6:45 PM Food, Drinks & Networking

6:45 - 7:00 PM Chapter Announcements

7:00 - 8:00 PM Professional Development Presentation

8:00 - 8:15 PM Q&A and Wrap-up


Guest Speaker:

Jeff Baughman and Brad Bartkowiak from MassMutual

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