WEBINAR: Do You Have Too Much Cash, Earning Too Little?
Determining the right amount of cash to hold is much more complicated than most people think. You want to have enough cash for monthly expenses, unexpected large expenditures, and an emergency fund in case of job loss or similar events. However, too much cash can negatively impact your overall success. Join us for a discussion on determining the right amount of cash for you to hold and where to hold it.
WEBINAR
OCTOBER 15, 2024
11:45 AM – 1:00 PM
Topics will include:
How much is too much in your checking account?
How much is too much in your savings account?
Are you tired of earning too little on your cash?
Is your emergency fund too big?
Do you constantly have a cash balance greater than your monthly expenses?
Do you hold cash in your investment account?
How much does that extra cash cost you?
Do you know the Rule of 72?
Where should you put that cash instead?
How to perform a financial assessment on your portfolio.
