•  Basics of financial planning
  • Importance of emergency funds, essential estate planning documents and how life insurance and income protection insurance may fit into a financial plan
• Major threats to financial goals
• Perspective on the retirement model
  • Visual that the depicts two distinct different philosophies depending on the age of the investor relative to their goal
• Goal Based investing
  • Time in the market vs. timing the market

These principles are applicable for all ages of investors, from young families to retirees and those thinking about retirement. 

DJ Morin, MBA
Financial Planner
Streetlight Financial

Phone (413) 848-6020 Ext 5 | Mobile (413) 387-8671
dennis.morin@streetlightfinancial.com | www.streetlightfinancial.com