Week 1:  Financial Planning
Topics include: Know your current net worth; Track your current income & expenses; Learn to manage your debt; What is credit & why is it so important?
Session #:  2582
Date:  4/3/2014       

Week 2:  Adequate Protection
Topics include:  Provide for survivors in case of premature death; Help protect a portion of income lost if disabled; Ability to pay off outstanding debt.
Session #:  2583
Date:  4/10/14

Week 3:  Wealth Accumulation Strategies
Topics include:  Strategies to create & maintain adequate cash reserves; Provide for education expenses; Buy a house or vacation home; Review your investment portfolio.
Session #: 2584
Date:  4/17/14

Week 4:  Retirement Planning
Topics include:  Ensuring adequate retirement income; Government benefits; Personal savings & investments.
Session #: 2585
Date:  4/24/14

Week 5:  Tax Reduction Strategies
Topics include:  Help minimize federal & state income taxes; Protect against future income tax liabilities; Develop long-term tax reduction strategies.
Session #: 2586
Date:  5/1/14

Week 6:  Estate Planning
Topics include:  Determine exposures to estate & inheritance taxes; Outline appropriate estate planning vehicles, including Living Wills; Power of Attorney, etc.
Session #: 2587
Date:  5/8/14

Week 7:  Questions & Answers
This is an optional session where you can ask questions of the financial planning experts. Lunch will be provided, so register and come get many of your questions answered about the importance of financial planning. 
Session #: 2588
Date:  5/15/14

To enroll, download our registration form  and submit it via email to CTD@Columbus.gov, or fax it to 614-645-0466.