How to create a financial plan? Calc. net worth, return needed, more! [CPI Feb]
mer. 6 février 2019 à 01:00
It's our second meeting of the year! To start investing properly, we need to create a financial plan so that we have a roadmap and steps to follow.
We'll be going over:
Why is having a financial plan important?
How to calculate your net worth - the first stop in any plan
Why is having a budget important - and how to forecast income requirements at retirement
How to work backwards and calculate a return % needed
The difference between Arithmetic vs Geometric averages
General investment selection guidelines See you all there! • What to bring
A notepad and calculator are recommended, but not required AGENDA
7:00pm - Networking
7:30pm - Presentation
8:45pm - More Networking
9:00pm - End
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