Wednesday, September 21, 2011

SMART Goals

EQ - How are SMART goals applied to financial decisions?
  1. Activator: Rolling the dice of life
  2. Introduction to Goal Setting(with PPT)
    • Financial v. Educational Goals
    • Short-term and Long-term goals
    • SMART Goals
    1. Identify the missing elements
    2. Knowledge Check
    3. Team Practice

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