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Whether you are in accumulation mode trying to build up your nest egg or decumulation mode trying to sustain it, a spending plan can be an invaluable tool. So many people report not knowing where there money goes at the end of a given year. Whether it is through leakage, impulse spending or prioritizing the wrong goals, there are many ways we can allow our most important goals to be at risk.

After This Session, You Will Know How To:

  • Understand why people put effort and time into keeping up with spending plans
  • Identify and better understand alternative ways of budgeting
  • Select the right budgeting process for you
  • Get started the right way and put best practices in place for success going forward