Take Charge: Your Money. Your Life. - Taxes: The Start of Your Financial Plan
Webcast Description:

A free webcast series brought to you by 360 Degrees of Financial Literacy and AICPA’s PFP Section from CPA financial planners Your tax return is the roadmap to your life goals. So don’t file it and forget it. Use it. We’ll show you how in this webcast with CPA financial planner Paula McMillan CPA/PFS, CGMA. In the context of today’s dynamic environment, she will explain how you can use your tax return to create a well-rounded comprehensive financial plan. In this plain English financial literacy webcast, you will learn: • How to use a tax return to provide a 360-degree view of your finances. • How to design the lifestyle you want through tracking and monitoring spending/expenses. • Important planning considerations for your estate, retirement, investments, insurance and taxes • And more …
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