Webinar: Three Buckets for Savings & Investments

three buckets for savings & investments

Webinar: Three Buckets for Savings & Investments

Three Buckets for Savings & Investments

Managing your money can be a full-time job. It’s one of many reasons so many people hire financial advisors in the first place (whether fee-only financial planners at MainStreet or others): to help them manage their short- and long-term financial goals.

Three Buckets is a concept MainStreet financial planners have used for many years. They help us and you visualize your short-term goals, mid-term goals and long-term goals, and how your savings and investments will help achieve them.

Join MainStreet Financial Planning Founder Jim Ludwick, CFP® for a review of the Three Buckets concept and how it can help you simplify your financial world. As part of his presentation, Jim discusses how to think about each bucket depending on your life stage, including the appropriate investment vehicles for each.

MainStreet Financial Planning webinars are available to all Continuous Service Clients and Money@Work clients. This event is being made available to clients and prospects. Attendees will have an opportunity to ask live questions after the presentation.

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Jim Ludwick
Jim Ludwick

Jim Ludwick is the founder of MainStreet Financial Planning. His varied education and life experiences have enabled him to apply his knowledge and experience into useful solutions for personal financial problems. His writing and broadcasting activities allow him to help many more than just individual clients. He loves a microphone.

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