Beyond Finances: Taking a Holistic Life Planning Approach
Description
Today, Americans are living longer and each have their own unique expectations and goals for retirement. Beyond managing financial assets, there is a need to provide a holistic approach to financial planning. It starts with recognizing every person’s life journey is unique. Instead of providing a one-size-fits-all program, Equitable offers a holistic approach to financial planning. A good financial strategy needs to be more than about money – it has to take into account the whole person – their purpose, lifestyle choices and finances. Our virtual workshop is designed to show you how building a holistic plan can help you live the life you want.
3 takeaways
- Defining holistic life planning and how it provides a top-down approach considering both your short and long-term goals
- The components that make up holistic life planning and which specifically resonate with you to aid your focus
- Connecting the dots between holistic life planning and financial well being
You must be a current full-service FASA member to participate. Not sure what membership you have? Login Here