| Determining the right amount of cash to hold is much more complicated than most people think. You want to have enough cash for monthly expenses, unexpected large expenditures, and an emergency fund in case of job loss or similar events. However, too much cash can negatively impact your overall success. Join us for a discussion on determining the right amount of cash to hold and where to keep it.
WEBINAR
JULY 30, 2026
11:45 AM – 1:00 PM
TOPICS WILL INCLUDE:
- Evaluating cash levels in checking and savings accounts
- Determining the appropriate size of an emergency fund
- Understanding the impact of excess cash on long-term goals
- Managing cash held within investment accounts
- The opportunity cost of holding too much cash
- Understanding the Rule of 72
- Alternatives for excess cash and portfolio positioning
- Performing a financial assessment of your portfolio
PRESENTERS:
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