Course Information

Location: 455 County Center, Room 101 – Redwood City

Discover the elements of effective goal setting and establish a plan to achieve them.  Learn tips on how to manage multiple goals, invest appropriately and the effect inflation can have on those savings and investments.

Highlights:

• Utilize steps to turn goals into reality successfully
• Set effective SMART goals
• Establish a step-by-step plan of action
• Learn to develop a savings plan for each goal
• Evaluate the impact of inflation on savings and investments
• Generate additional cash flow for accelerated goal achievement
• Learn about appropriate investments for each goal
• Develop habits and systems that perpetuate success
• Discover tips for successful goal management

Instructor Bio:

Andrea Roland, CFP® has been in the financial services industry for nearly 20 years.