: Josef Roberts, E-Squared
April 21st, 11am-12pm
Learn how to design and build a financial plan. What key elements are needed to build a plan? The premise of a financial plan is predicting future results. In this session you will learn what types of information you will need to build a financial plan. This will include some key historical information that can be used to predict build future results. As the saying goes, history is often the best predictor of the future.