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Research has shown that the vast majority of millionaires are fastidious planners, budgeters, and investors. They set a goal, make a plan to reach that goal, then work hard to make it happen. Presentation demonstrates ways to develop a sound financial strategy one that covers all the financial bases, from insurance to investing to estate conservation. This educational presentation will include directions on the: Ways to help money work smarter and harder, How to estimate the amount of insurance protection one may need, The true cost of credit-card debt, Three critical components of a sound investment plan, Steps to take to help manage taxes and potentially increase net worth, How to calculate how much money one may need to retire, and Important estate conservation strategies. Everyone who attends will receive a full-color, 20-page workbook on financial management. This resource contains a wealth of information-including exercises and questions that could help you assess the current situation and make sound financial decisions.