Recorded Webcast: Savings Fitness – A Guide to Your Money and Your Financial Future

News & Events



Recorded Webcast: Savings Fitness – A Guide to Your Money and Your Financial Future

Apr 29, 2014

This webcast, presented on April 23, 2014 by CFP Board and the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), introduced new online financial planning tools to supplement the popular Savings Fitness publication. The webcast offered practical information on financial planning and guidance on using these new tools to address important personal finance topics such as:

  • Setting short- and long-term financial goals,
  • Calculating net worth,
  • Estimating retirement savings needs,
  • Developing a budget or cash flow spending plan, and
  • Organizing debt. 
View a recording of the webcast
Online financial planning tools: Savings Fitness Worksheets (EBSA website)

Order or download the Savings Fitness publication

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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