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Experts Explore the Financial Life Cycle

At a Community Presentation conducted on Thursday April 10, 2014 expert financial planners, Barbara Bernstein and Jeyk Janish explored the topic of the “Financial Life Cycle” with Yo San University students, faculty and administrators. Concepts such as “burn rate,” “mutual funds,” “IRAs” “Roth funds” and many others were engaged.

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At a Community Presentation conducted on Thursday April 10, 2014 expert financial planners, Barbara Bernstein and Jeyk Janish explored the topic of the “Financial Life Cycle” with Yo San University students, faculty and administrators. Concepts such as “burn rate,” “mutual funds,” “IRAs” “Roth funds” and many others were engaged. Both of the speakers are Financial Representatives from Northwestern Mutual, a firmly established company with both enormous financial resources as well as astute wisdom regarding the management of money. The bottom line recommendation from the experts is that TCM practitioners need to engage in careful financial planning for their retirement years. The sooner that planning takes place, the more likely the practitioner will be able to live comfortably in the years retirement years. The experts pointed out that longevity data show that for most people the period of retirement is likely to span at least twenty to thirty years. The group asked many questions including those relating to the impact of student loans, stock market fluctuations, and how to plan for the possibility of disability and the need for long term care. For young and aspiring practitioners, the issues and questions raised by the pair of financial experts hit home and will very likely inspire the recommended action of advanced systematic investment planning.
05/07/2014
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