Portfolio Management for Singles

Portfolio Management for Singles

Audience:	Recommended for singles who would like to manage their financial plan and investment portfolio more effectively
Length:	2-4 hours
Materials:	Each participant receives a 30-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use

Course Description:

Participants who attend this course will learn important financial, investment, tax, and estate planning strategies to employ as a single person.

Course Objectives:

Learn how to put an effective financial plan in place.
Develop a budget that will help them meet their financial goals on one income.
Analyze potential relationships for financial compatibility.
Examine what kinds of insurance are important for single people.
Uncover the importance of wills for single people.
Review other important estate planning documents for single persons.
Discover some of the biggest money mistakes singles make.
Organize their important financial documents.
Identify powerful wealth building strategies for singles.
Analyze relationships for financial compatibility.
Review the financial pros and cons of getting married vs. staying single.

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