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Saving and Investing
Part 3: Financial Goals: Roadmap to Your Future

Read: SMART Goals

Watch video: Video (10.5 minutes - there is no audio during first slide)
Presenter: Dr. Michael Gutter is an Assistant Professor and CFP® Program Director in the Department of Consumer Science, UW-Madison School of Human Ecology. He also has a 25% extension appointment and serves as a state specialist in family financial management. He teaches classes in personal finance, advanced investment management, income taxes, and advanced planning applications which are designed to prepare students to sit for the Certified Financial Planner® Board of Standards Certification Exam.

Activity: Identify your personal savings/investing goals, using the SMART Goals format.

 

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