Annual Financial Health Check

Annual Financial Health Check

As the year draws to a close, its a good idea to look back to see how you’ve fared over the past year. Take stock, review both your mistakes and successes and put a plan in place to do better in 2018

Look at the milestones. Did you start a family or have a new baby? Did you start a new job or leave a job? Did you start a business? Did you get married, divorced or widowed this year? Did you retire? Did you lose a loved one? Were you financially prepared for these life events?

Whether there have been notable changes in your personal or professional life, or even if it has been relatively uneventful, your personal finances do need periodic attention. 

Though reviews are largely a personalized process, your financial checkup should cover the following general areas:

  • Planning
  • Saving
  • Investing
  • Insurance
  • Retirement plans
  • Giving
  • Leaving a legacy

Do join us on Saturday 11th November 2017 at this important seminar: Annual Financial Health Check-up.

Register here: www.moneymatterswithnimi.com/register


Oludayo Idowu MBA, ARPA FIMC CMC

A MARKETING COMMUNICATIONS PROFESSIONAL.

7 年

Hi there. I am so attracted to this subject of Financial Health Check up and I would love to feature you on my radio show to discuss this brilliant topic. My name is Dayo and you can reach me on 0809 353 0797.

Adekola Aluko, ACA,mMba

Chief Finance Officer at Cedrus Group Africa

7 年

Awesome piece! Thank you ma'am

Oluremi Oshikanlu

REAL ESTATE INVESTOR & DEVELOPER

7 年

Thank you for empowering people through your great work. May God empower you even more in all your endeavors . You are appreciated .

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