Financial Planning 101

​Anyone who wants to learn more about financial planning - especially if you've found it daunting before!

​Jenna Preston and Barbara Bernstein are both financial planners with Northwestern Mutual.

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​A little bit about them:

​Jenna focuses on helping women understand and set themselves up for financial success, although she works with everyone!

​Barbara's on the Forbes list for financial planners in California and loves to help people build a strong financial base!

​Some of the topics they'll cover are:  

• ​Retirement planning & strategies

• ​Investment options

• ​How to create tax efficiencies in a financial plan

• ​Leveraging company stock options (if applicable)

• ​Best practices for risk management planning

• ​Debt & student loan reduction & management

• ​College Education planning

• ​What to think about and plan for when buying a home

• ​Legacy planning