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Recorded Webcast: Savings Fitness – A Guide to Your Money and Your Financial Future

April 28, 2014

This webcast, presented on April 23, 2014 by CFP Board and the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), introduced new online financial planning tools to supplement the popular Savings Fitness publication. The webcast offered practical information on financial planning and guidance on using these new tools to address important personal finance topics such as:

  • Setting short- and long-term financial goals,
  • Calculating net worth,
  • Estimating retirement savings needs,
  • Developing a budget or cash flow spending plan, and
  • Organizing debt. 
View a recording of the webcast
Online financial planning tools: Savings Fitness Worksheets (EBSA website)

Order or download the Savings Fitness publication