Resource Center: Professional Development


The Comprehensive Household Spending Plan

January 18, 2018 @ 12 - 1:00 PM EST

1 CEU for AFCPE®  and CFP®
Open to AFCPE & FPA Members

Some household expenses are easily referenced or researched, yet other expenses present a greater challenge because they will recur without present knowledge of frequency or amount. Missing and underestimated expenses in a balanced or zero-sum budget will eventually divert income away from other planned expenses or specific savings goals. Utilizing a one-page spending plan worksheet and an income allocation approach, a spending plan workflow process will be introduced that aids in identifying portions of a household's monthly income that need to be reserved for all recurring future expenses, including newly expected, existing but irregular, or other than typical monthly expenses. 

Speaker Details:

Dylan L. Ross, CFP®, AFC® entered the financial advising profession in 2000, has worked for a Wall Street brokerage, managed his own Fee-Only financial planning firm, and also worked as a financial counselor for the US Air Force and the Army's Transition Assistance Program. He became a Certified Financial Planner and an AFCPE Accredited Financial Counselor® in 2010. Outside of professional activities, Dylan spends time with his wife and twin sons in New Jersey.

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Date: January 18, 2018

Time: 12 - 1:00 PM EST

Event Category: webinar

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