BEGIN:VCALENDAR VERSION:2.0 METHOD:PUBLISH BEGIN:VEVENT ORGANIZER:MAILTO:planwithHWA@ampf.com DTSTART:20240606T170000Z DTEND:20240606T180000Z LOCATION: , UID:20240505T030000Z_9b450204-80ab-4675-8d04-b943d87d93e9 DTSTAMP:20240505T030000Z SUMMARY:The Power of Financial Planning DESCRIPTION:You may have heard the term “financial planning,” but what is it and why is it important? Financial planning is a process to identify your goals—the things that, if achieved, would make you feel like you’re living life to the fullest—and lay out a clear map on how to achieve those goals. It’s more than an action plan for growing your wealth; it’s about making all your financial decisions from a strategic and educated place. The planning process also focuses on protecting your wealth through proper insurance, entity planning, reducing your taxes, implementing savings and distribution plans, and more. This may sound overwhelming, but the value of financial planning is to make all the complexities of your financial life simple. Financial planning isn’t just preparing for retirement—it benefits people in every stage of their life, from planning for your first home, to creating additional income streams for yourself, to legacy planning in your golden years. It can offer not only financial impacts, but also personal ones: improved goal achievement (getting more from your resources), higher confidence levels when making financial decisions, and even higher levels of happiness. Here are a few topics we will cover: What financial planning is and how it could impact you Why it can make sense to involve the entire family Protecting your wealth The advantage of getting advice from specialists vs. generalists The holistic approach Heritage Wealth Advisors uses for our clients PRIORITY:5 CLASS:PUBLIC END:VEVENT END:VCALENDAR