Own Your Net Worth
A Path to Financial Independence
Creating a comfortable, secure retirement takes understanding and investment in the right assets. Studies have shown that women lack confidence when it comes to financial matters. Suzanne Cashin holds a Masters in Financial Planning and is also a Certified Financial Planner. With over 25 years of experience in the pensions and investment business, Suzanne is the ideal person to help you overcome your nervousness when it comes to money matters.
In this course you will learn:
Course Intro
Lesson 1: No Time Like the Present!-
Lesson 2: Confidence is Queen
Lesson 1: What’s getting in the way of making decisions-
Lesson 2: Overcoming Financial Vulnerability
Lesson 3: Planning for Career Breaks and a Long Life
Lesson 4: Understanding Risk
Lesson 5: Your Risk Personality & Assessment
Lesson 6: ycles of Risk & Value of A Plan
Lesson 1: Key Rules for Formulating Your Financial Plan
Lesson 2: Setting Goals
Lesson 3: tay On Course & Discretionary Spending
Lesson 4: Review, Review, Review!-
Lesson 1: 5 Steps to Planning Success
Lesson 2: Gathering the Facts- Taking a Deep Dive
Lesson 3: Implementing Your Plan
Lesson 4: Your Plan’s Evolution and Flexibility
Lesson 5: Your Plan’s Health Check
Lesson 1: A Critical Decision
Lesson 2: The Cost of Delay
Lesson 3: The Value of Compounding
Lesson 4: The Rainy Day Fund
Lesson 5: The Comfort Zone of Liquidity
Lesson 1: Relationship with Your Advisor-
Lesson 2: The Price of Advice
Lesson 3: The Proposal
Lesson 4: The Performance
Lesson 4: Women and Investing
Lesson 5: Understanding Advisor Fees & Regulations
Lesson 1: Global Events and Affects on Women
Lesson 2: Unforeseen affects…
Lesson 3: Tips to Advance Your Career while Working Virtually-
Lesson 4: Courage, Confidence and Feedback
Lesson 5: Upskilling and Mentors
Lesson 1: Focus on ESG and Sustainability-
Lesson 2: Your Investment foo
Lesson 3: Women on Corporate Boards-
Lesson 4: Stay the Course!
Questionnaire
Sustainable Investment Assessment
Client Risk Profiler
Client Fact Find
Women's Pension Gap | Suzanne Cashin