S02E04 - La planification financiere

from Profession Gestionnaire · host Ordre des Adm.A.

La planification financière est un processus continu qui permet notamment de bien connaître et comprendre sa situation actuelle afin de pouvoir fixer des objectifs à court, moyen et long terme. Encore méconnue du grand public, elle touche à la fois les aspects financiers et aussi les aspects plus personnels de notre vie, tout en s’accordant avec nos besoins et nos valeurs. Comment est alors construit un plan financier viable ? À quoi ressemble le portrait du professionnel à qui on fait recours et comment fait-on pour choisir la bonne personne pour nous guider tout au long de notre vie ? Echanges avec Guillaume Dumais, Adm.A., Pl.Fin.

Episode metadata supplied by the publisher feed · Published Nov 19, 2020

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S02E04 - La planification financiere

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