Chapter 1Introduction
Chapter 2Poll
Chapter 3Why plan?
Chapter 4Agenda
Chapter 5Back to basics
Chapter 6Building a financial plan
Chapter 7Vanguard Web Tour
Chapter 8Q & A
Chapter 9Income tax planning
Chapter 10What you own and what you owe
Chapter 11How to increase your net worth
Chapter 12Cash reserve
Chapter 13Managing your debt
Chapter 14Tax-efficient debt
Chapter 15Improving your debt
Chapter 16Do you know your credit score
Chapter 17Creating your spending plan
Chapter 18Data gathering
Chapter 19Categorize expenses
Chapter 20Poll
Chapter 21Planning for your retirement
Chapter 22Investment planning
Chapter 23How to invest
Chapter 24Vanguard Web Tour
Chapter 25Portfolio construction
Chapter 26Bear market declines, duration and rally (1956-2008)
Chapter 27Market Leadership Changes
Chapter 28Insurance Review
Chapter 29Poll
Chapter 30Estate Planning
Chapter 31How do assets transfer?
Chapter 32What is included in your estate?
Chapter 33Tax dimension
Chapter 34Select your team
Chapter 35Common uses for trusts
Chapter 36Education Planning
Chapter 37Income tax planning
Chapter 38Putting it all together
Chapter 39Your resources
Chapter 40Advice solutions at Vanguard
Chapter 41Q & A