Financial planning essentials: Strategies for every life stage

Financial planning enables you to react to the past, engage with the present and be prepared for the future. There are steps you can take to help ensure your short- and long-term financial goals are met. Watch Baker Tilly Wealth Management’s on-demand webinar to learn about financial planning for a variety of life scenarios.

Topics discusses include the following:

• The foundations of financial planning, including financial planning in today’s economic environment, common misconceptions and how to incorporate behavioral finance into planning conversations with your clients
• Strategies for adjusting your financial plan after a major life event, such as a job change, divorce or inheritance
• How to help clients prioritize short- vs. long-term goals, as well as resources for staying on track with financial goals
• The importance of approaching financial planning as a lifelong process rather than a one-time event

This information does not constitute investment advice and is not an offer to buy or sell a security. The material is provided for general information and educational purposes and is based on information provided to us by sources deemed to be reliable. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Past performance is no guarantee of future results and asset values will fluctuate with changing market conditions. There is no guarantee that the views and opinions expressed in this document will come to pass. Investing in the market involves gains and losses and may not be suitable for all investors. All investments are uninsured and can lose value.