The PRISM Academy Webinar: Prioritizing Your Goals

The American Association of Individual Investors held a live webinar event on Wednesday, July 13, 2022 hosted by AAII’s Charles Rotblut and Jenna Brashear.

PRISM is a cyclical process that can adjusted when changes occur in your life. To illustrate how to use this process, we are circling back to Step P, Prioritizing Your Goals. In this first step of the PRISM Wealth-Building Academy, we further explain the importance of defining your goals. You identify your main goals, learn what their key components are from a financial standpoint and how their timing impacts your investment decisions.

Watch this webinar replay and learn:
- What the key components of your goals are and how to implement them as you define your primary objectives
- How the timing of your goals, such as how far away they are and their duration, play key roles in this process
- How to determine the amount of wealth needed to fulfill each goal

The PRISM Academy (https://community.aaii.com/communitie...)
The PRISM Academy Community Library (https://community.aaii.com/communitie...)
The PRISM Wealth-Building Process Resource Guide (https://community.aaii.com/viewdocume...)
AAII Asset Allocation Models (https://www.aaii.com/asset-allocation)
AAII PRISM Wealth-Building Process Syllabus (https://www.aaii.com/learnandplan)
Prioritizing Your Goals Worksheet (https://community.aaii.com/viewdocume...)
Timing of Goals Worksheet (https://community.aaii.com/viewdocume...)
Wealth Required to Fulfill Each Goal (https://community.aaii.com/viewdocume...)
A Process for Creating Your Own Investing Plan (https://www.aaii.com/journal/article/...)
Defining Your Investing Goals (https://www.aaii.com/journal/article/...)
Why Your Goals Should Drive Your Investment Decisions (https://www.aaii.com/journal/article/...)
A Plan for Achieving the Financial Goal of Building Retirement Savings (https://www.aaii.com/journal/article/...)

Register for upcoming webinars: https://www.aaii.com/webinars

Want more financial education? Learn more about AAII at https://www.aaii.com



ABOUT AAII
The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.



The PRISM Academy Webinar: Prioritizing Your Goals | AAII