This is a Practice Management Day Pass Session.

Handouts

P803 Jeffrey Wherry.pdf (1.3 MB)

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 10 basic techniques 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. Utilize the right metrics to measure progress towards financial goals.