The Essential Pieces of a Financial Plan
Most people want to get their finances in order but don’t know where to start. This workshop covers all the parts of a financial plan that you need to know to gain control over your finances.
What You Will Learn
- Learn how to build a visual model of your finances
- Understand retirement plans and savings
- Know how to cover and manage your risks
Description
Most people want to get their finances in order but don’t know where to start. This workshop covers all the essential pieces of a financial plan. How much do you need in savings? Roth or traditional IRA? How do you manage your risks? what about real estate? Paul will walk through each topic giving you key advice to build a solid financial castle.
Speakers:
Paul Winkler
ChFC®, RFC®, CLU®, LUTCF, CASL®, RICP®
Paul is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 through—like countless others—insurance and mutual fund sales.
After discovering the academic research on investing, he was compelled to start his own business. “With my new understanding of investing, I could no longer, in good conscience, work for the broker-dealer selling products. I wanted to offer clients an investing experience unlike what they would find elsewhere, where they wouldn’t feel sold to, but instead would be coached to understand investing.”
Paul’s differentiated approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.
*Advisory services offered through Paul Winkler, Inc. (‘PWI’), an investment advisor registered with the State of Tennessee. PWI does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. This information is provided for informational purposes only and should not be construed to be a solicitation for the purchase of sale of any securities.