This is a Practice Management Day Pass Session.

Handouts

P806 Handout.pdf (482.5 kB)

Managing money can be difficult; however, implementing a common sense, systematic plan can yield great results. The speaker will simplify complicated financial concepts and discuss techniques that can be implemented for long-term financial success.

1. Analyze the key financial concepts for money management including cash flow planning, tax and retirement plans, retirement income, protection and estate planning;
2. Implement financial planning strategies in a systematic manner that can be managed with the limited time an OMS has available; and
3. Evaluate process with the right metrics to measure progress towards meeting financial goals.