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Financial Planning with Mind Maps

Date: 30 October 2018 09:00-10:00 (Pacific Time, US)
Duration: 60 mins
Financial planning by its nature is heavily process dependent. It requires tracking a large quantity of details, with “if-then” decisions. Mind mapping handles all of these quite well. We will cover the structure of a plan, how to track the information needed, and how to use the map to guide production of the plan.

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About the presenter

Joel A. Larsen
Joel A. Larsen, CERTIFIED FINANCIAL PLANNER®, ACCREDITED INVESTMENT FIDUCIARY®, is a specialist in financial planning for individuals, corporations and non-profit organizations. He has clients all across the United States and in Europe. He writes articles for numerous publications. He has been interviewed by financial, business and regulatory media outlets around the country. He teaches continuing education classes for CPAs, attorneys and other professionals, and has taught evening classes on Investment and Financial Planning Strategies. He has served on the board of directors for the Financial Planning Association of Northern California.

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