ABOUT THE WORKSHOP
This two and one half day workshop is designed to highlight the key areas of
financial planning that can be immediately useful to you as you work with your customers.
WORKSHOP OBJECTIVES
 | Help bankers determine the existence/ risk characteristics of
the borrower’s overall financial plan |
| Introduce a process for assessment of education, retirement,
and insurance needs |
| Describe basic principles of risk management including
insurance strategies |
| Provide an overview of basic retirement planning alternatives
for self employed individuals |
| Identify basic principles of investment analysis for equity,
debt, and mutual fund alternatives |
| Provide an overview of key personal taxation issues as related
to the financial planning process |
| Identify the basic components of the unified transfer tax
system as well as the fundamental principles of estate planning |
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KEY WORKSHOP TOPICS
| An Overview of the Financial Planning Process
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| Funding a College Education
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| Planning for Retirement
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| Basics of Insurance
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| Key Income Tax Issues
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| Investment Analysis
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| Estate Planning |
Case study examples are used throughout the session to
continually tie the concepts back to real world applications.
WHO SHOULD ATTEND
Bankers who are involved in credit delivery, personal
banking, or related services.
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