Recorded Webcast: Savings Fitness – A Guide to Your Money and Your Financial Future
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.
Online financial planning tools: Savings Fitness Worksheets (EBSA website)