At its essence, being “bulletproof” is the ability to achieve financial independence, have enough assets to live comfortably in retirement, and provide for your heirs. The road to achieving this is different for everyone, but the starting point is the same: your personal balance sheet. We will discuss the information found on a personal balance sheet, how to create one, and how to use it when making financial decisions for your family and your future.
- At the conclusion of this webinar, participants will be able to:
- The information found on a personal balance sheet
- The steps to create a personal balance sheet
- When and why you may need to use it in decision-making
Presenters: Mike Johnson, a certified financial planner with Plante Moran Financial Advisors, and Karen Cady, the tax leader on the Plante Moran wealth management team. Moderator: Todd McClain, a certified investment management analyst and certified financial planner with PMFA.