Interview with Financial Planner
Interview with Financial Planner on Financial Trends and Practices of People 50+ Years
Profile
Show my name on the attendees list for events I am attending: Yes
Research
17pt
Idea
15pt
Evaluation
0pt
Collaboration
12pt
Total
44pt
Interview with Financial Planner on Financial Trends and Practices of People 50+ Years
Thanks Kate! Yeah that fact surprised me as well. It was interesting looking more into the human behavior side of the financial process and how a couple handles things differently than someone who is single.
I think the financial quiz is a great start to having someone think about their financial status. This is a good way for people to evaluate themselves and start planning ahead, since planning ahead is a huge part of the financial process. I would also look into free financial booklets that corporate firms provide to the community for more types of questions the quizzes could include.
martina commented on Goal Pursuit