Key Takeaways or Learning Objectives:
- Organizing, Protecting, and Growing Your Financial House: Learn how to assess your current financial situation, set achievable financial goals, and develop a plan to reach these goals.
- Identifying Obstacles to Financial Success: Discuss common barriers that prevent financial success and provide strategies to overcome these obstacles.
- Creating a Savings Strategy: Discover how to set realistic savings goals, budget effectively, and regularly set aside money for both planned and unexpected expenses.
- Budgeting: Understand the importance of tracking income and expenses, setting spending limits, and adhering to these limits to achieve your financial goals.
- Understanding the Importance of Retirement Planning: Gain insights into why retirement planning is crucial for financial security in your later years. The webinar covers how to estimate retirement expenses, plan retirement income, and consider factors such as inflation and healthcare costs.
Speaker:
Erin Hoffman, Financial Planner, Certified Financial Services, LLC
Speaker Bio:
Erin Hoffman is a Financial Advisor at Certified Financial Services, LLC (CFS), a leading boutique financial services and wealth management firm in Northern New Jersey, where she provides individuals, families, and businesses with financial protection and wealth accumulation strategies.
As a holistic financial planner, Erin helps educate and empower her clients on how to gain an understanding of basic financial concepts, how to get financially organized, and provide them with the knowledge to make great decisions, so they have the courage and understanding to move forward and reach their goals. Erin is a national speaker and has been a main stage speaker from Vegas to Dallas and NYC for association national meetings and conferences.
With her Certified Exit Planner certification, Erin also engineers business succession strategies and provides tax efficient financial advice through a process which allows them to understand their current situations and ways in which they can build and preserve their wealth along with meet any other goals they may have.
Erin is a Mentor for the Seton Hall University Women in Business Program and is also an Advisory Board Member for the following organizations: Eminae Network, a mergers and acquisitions group, National Women in Roofing Assn for NJ and their National Finance Committee, and Spry Forward. She is also a member of NAIFA and advocates annually in Washington D.C. for her clients and industry. She is also passionate about giving back to professional women, advancing women’s leadership, advocacy and mentorship in business, and shattering glass ceilings everywhere.
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