Supporting the Arts in Belmont MA
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Blueprints for Financial Success
February 5, 2015 @ 1:30 pm - 3:00 pm
Get to your fiscal-drafting table with Tim Power ’98
This presentation is called “Blueprints for Financial Success” because building a strong financial future is very similar to building a house—starting from the ground up. The metaphor begins with the plans or blueprint, laying a solid foundation, and building incrementally from there.
The metaphorical financial house can be segmented into a few core sections:
The foundation: cash flow/net worth—two of the key components of building a financial strategy, knowing these will illustrate the current and future funds available to work with.
The walls: risk management and ensuring proper protection for the uncertainties in life.
The roof: overhead for growth intellectually and care for the future—college funding/retirement planning.
Once everything else is taken care of, “true financial freedom” and the accumulation of wealth can be thought of as additions to the house become feasible.
Location: Conference Room 280
2nd Floor: Kennedy Building
621 Huntington Avenue
Boston, MA 02115
Free to attend, but please register on the Mass. Art website.