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Z - 2023 Archive - APEG G.O.A.L.S. Approach to Financial Planning
Introduction to APEG G.O.A.L.S. Approach
An Overview of G.O.A.L.S. (7:26)
G.O.A.L.S. Educational Series - The Initial Meeting
Introduction to the G.O.A.L.S. Educational Curriculum (4:53)
First Meeting - The Basics (28:15)
Overview of the G.O.A.L.S. Approach (19:19)
The Employment Issues (23:34)
Marital Status Issues (23:23)
Health Issues (4:50)
Understanding the Family (22:33)
Estate Planning Conversation (24:32)
Tax Planning Conversation (12:22)
Insurance Planning Conversation (24:48)
Income Source and Cash Flow Issues (12:46)
The Road So Far (4:10)
Real Estate - Primary Residence Issues (36:42)
Real Estate - Secondary Residence Issues (10:24)
Personal Property Issues (8:40)
Automobile Related Issues (31:25)
Non-Qualified Assets (10:04)
Qualified Assets (6:37)
Educational Planning Issues (7:23)
Debt Issues (7:31)
Additional Planning Issues (17:19)
The Annual Review and the G.O.A.L.S. Form (9:14)
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Bonus Material
Partnering with an Estate Planning Attorney (27:50)
Islands of Education (12:44)
Course Survey
Overview of the G.O.A.L.S. Approach
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