Financial Wellness: Healthy Habits for Successful Financial Planning

Do you ever wonder what financially successful people have in common?  They developed healthy habits for making decisions about money.  In this webinar, Karen Schaeffer, CFP® will share the best habits and outline steps you can take to make them second nature.  Topics include:

  • Setting and achieving goals
  • Making the most of automatic options
  • What to monitor and how often
  • Saving versus paying down debt
  • Saving versus investing
  • Handling the unexpected