Page 2 - Goal Mapping in the Financial Planning Process
P. 2
Program Highlights Include:
Understanding the Goal Planning Process
Goal Setting your Financial “Wish List”
Agreements vs. Goals
Experience the Power of Intelligent Thinking
Thinking from the Heart
Retirement Considerations
Medicare Made Easier
Acquiring worthwhile investments
Workshop Includes:
Continental Breakfast
Special handouts; pad and pen
Costs:
*$195.00 per person
For more information and details contact
Ira B. Marshall at 408-779-4049
ira@iramarshall.com • www.iramarshall.com