FIN 200: Personal Finance. Topic 25–Integrating Your Financial Plan Lawrence Schrenk, Instructor. Learning Objectives. Explain the goals and strategies of lifetime financial planning. ▪ Discuss role of human capital in financial planning. Develop an integrated financial plan. ▪.
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Topic 25–Integrating Your Financial Plan
Lawrence Schrenk, Instructor
Short Term Horizon Long Term Horizon
Holding a Well-Diversified Portfolio
House Portfolio ▪
On life-cycle planning, read Paula H. Hogan, “Life-Cycle Investing Is Rolling Our Way”