PRISM: Prioritizing Your Goals

Applying PRISM to Achieve Common Financial Goals

Presented by Charles Rotblut

The five-step PRISM Wealth Building Process helps you align your investing decisions with your goals. In this capstone event, Charles Rotblut will demonstrate how PRISM functions by working through a common financial goal: helping pay for a grandchild's college education. Using this example, you'll see a wealth-building plan completed from start to finish. Plus, you'll learn how to create your own, personalized wealth-building plan.