PRISM: Prioritizing Your Goals

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The PRISM Webinar: Prioritizing Your Goals

  • 1.  The PRISM Webinar: Prioritizing Your Goals

    Posted 08-09-2022 10:03
    Edited by Jenna Brashear 08-09-2022 14:03
    Hello PRISM Academy Students!

    We are happy to announce that our webinar on Step "P", Prioritizing Your Goals, is NOW AVAILABLE to watch on-demand! In this first step of the PRISM Wealth-Building Academy, we further explain the importance of defining your goals. You identify your main goals, learn what their key components are from a financial standpoint and how their timing impacts your investment decisions.

    Watch this webinar replay and learn:
    - What the key components of your goals are and how to implement them as you define your primary objectives
    - How the timing of your goals, such as how far away they are and their duration, play key roles in this process
    - How to determine the amount of wealth needed to fulfill each goal

    Click Here to Watch the On-Demand Webinar: Prioritizing Your Goals.


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    Jenna Brashear
    AAII Community Manager
    Chicago, IL
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