Archive - November 25, 2009

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Free Financial Presentations by NAPFA
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Annual Goal Setting Begins with Thanksgiving

Free Financial Presentations by NAPFA

There is a free offer that everyone should know about. The National Association of Personal Financial Advisors is providing free monthly educational presentations about personal finance to the public.

“The Basics of Investments” is the next presentation and will be on December 4th from 10 to 11 am. Most people have read about stocks and bonds or have heard people talk about them but this is the opportunity to get the basics about what they are, how they operate, risks associated with each and what might be appropriate for you.

Future topics include:

  • Advanced investment concepts – January 8,
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Annual Goal Setting Begins with Thanksgiving

As we approach the end of the year we look back on our achievements over the last twelve months and start thinking about goals for next year.  I am a strong believer in personal strategic planning and goal setting.   The first step in the goal setting process is to evaluate our values.  Thanksgiving is the perfect time to reflect on those things for which we are thankful.  By acknowledging what we are thankful for, we can easily identify the values that are of greatest importance to us.  Once we have clearly identified our values we can set meaningful goals for …

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