Doyle A. Ranstrom,
Certified Financial Planner
Wednesday, April 14, 2021,
an ASA Zoom Webinar*
It is often difficult for families to talk about important financial matters, but this reluctance can lead to poor or uninformed decisions. People need to be able to clearly articulate their financial goals and gather and analyze the relevant information for strategizing the essential steps to attain their goals. Good financial planning and money management are two necessary tools to ensure a safe and secure financial future, especially in the wake of disruptions from COVID 19.
Often the best way to achieve these objectives is to get professional help from a Certified Financial Planner (CFP). The CFP will collaborate with the family, using relevant information concerning their personal and financial circumstances to maximize their goals. Low cost, tax-efficiency, and a long-term money management strategy are essential parts of the process they will develop with the CFP.
Planning for one’s future also requires being informed about economic and cultural trends. Our speaker will discuss six long-term interrelated trends in the post-COVID financial situation that have the potential to affect families’ financial futures: Demographics; Health Care; Artificial Intelligence and Automation; Education Expenditures including Student Loans; Natural Disasters; and Social Media.
Doyle Ranstrom started his career in financial management after a stint in the Financial Aid Office at Concordia College in Moorhead, MN. Reviewing hundreds of college applications, he realized that many households were not doing a good job of planning for their current or future financial security. He decided to establish a consulting company, Doyle A Ranstrom Consulting, LLC, to provide information, analysis, and recommendations based on an hourly fee, rather than commissions on financial products. He holds a Masters of Financial Planning from Concordia and has over 40 years of experience as a personal consultant and instructor.
Written by Roxy Mitchem-Horn, Academy Village Volunteer
For access to the Zoom Webinar, please write firstname.lastname@example.org