Blueprint For Financial Success

Learn the fundamentals of a basic financial life plan that can be customized to fit your personal situation. We’ll use the concept of a “financial house” to make financial planning easy to visualize and understand:

Key learning outcomes:

• Understand the workflow of financial planning - What comes first? Next?
• Clear up misconceptions about why some protections in some degree are essential for everybody
• Understand that if you don’t make your own plan, the government has one for you.
• Value the importance of both initial planning and periodic reviews as things change

David G Jenkins is a financial professional with New York Life who specializes in working with young families and entrepreneurs to optimize their insurance dollars so they can maximize their growth dollars. He spent years as a taskrabbit with no background in finance. After a small work injury left him home without work, he learned about personal finance (after putting it off for years) and found it so interesting and easy to communicate to others that he left his tool bag behind and got his insurance and financial licenses to help people like him who had no access to financial literacy when he needed it most. On nights and weekends he performs stand-up comedy as he has since 2016.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Freelancers Hub