Fulton, MD (PRWEB) November 07, 2014
Financial planning is for everyone, and learning how to prepare, such as doing an inventory of all your possessions, helps you realize the type of lifestyle that you are accustomed to and enables you to set your financial plans accordingly.
Brian Kuhn, manager of PSG Clarity, a division of Planning Solutions Group (PSG) will be presenting a free workshop at Baltimore Financial Planning Days on November 8th at the Open Church of Maryland located at 5010 Briarclift Road in Baltimore. Workshops begin at 10:00a.m. and close at 2:00 p.m.
Financial Planning 101 is specifically designed for those who have never had the opportunity to sit down with a professional financial planner and find out what they actually need to do to be as prepared as possible so that they can continue to live in the same way as they do now. When people reach retirement age, it is much more difficult to set aside at least part of their financial needs for the future.
“Financial planning is for everyone and learning how to prepare, such as doing an inventory of all your possessions, helps you realize the type of lifestyle that you are accustomed to and enables you to set your financial plans accordingly,” said Mr. Kuhn. “People don’t think about taking an accurate inventory of their personal and household possessions when they consider setting up a financial plan.”
Baltimore Financial Planning Day brings together professional Financial Planners from all around the Baltimore area who volunteer their time to hold workshops and get personal advice one-on-one. There will be certified professionals available to discuss retirement planning, debt management, income taxes and insurances and many other topics of interest to people in the area.
City of Baltimore and the Financial Planning Association of Maryland, Chairperson Lazetta Rainey Braxton and Michael K. Green, Jr., JD, CFP®, CTFA, CCPS™, Volunteer Coordinator for Financial Literacy have worked very hard to bring the best and brightest financial planners together to help more of Baltimore area residents understand that they do have more control over their future than they may believe.
Mr. Kuhn recommends that you check out the financial planning day topics and make a list of questions that you would like to have answered. Review the resources page and bring along documents that may help a planner get a financial snapshot of your current situation.
PSG Clarity is a financial planning firm located in Fulton, MD. Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.