Credit, loans, debt v3
Powers of Attorney – What they Are and What you Need to Know By: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD.
Objectives Share an approach, guidelines, and references Imprint/Reinforce that Financial Planning is the base of the pyramid Emphasize that Planning.
L1 Personal Finance Basics_BB
Financial Planning & Wealth Management By CA Rajkumar S Adukia 09820061049/09323061049 [email protected] Financial Planning and Wealth Management1.
Unit 2: Money Management 1. Explain how limited personal financial resources affect the choices people make. 2. Interpret the opportunity costs of financial.
