WE ALSO OFFER presentations on other money related topics:
“Financial Planning because life doesn’t turn out like you think it will”
A look at how to plan your financial life. Looking at your net worth and cash flow. Looking at insurance; life, health and disability; auto and home; personal liability and long-term care. Accumulating wealth for short and long term goals – home, education, buying a business or accumulating a nest egg. Minimizing income taxes. Planning for retirement – through employee benefit plans, Social Security and personal savings and investments. Estate planning – comparing wills and trusts, ownership and minimizing taxes.
“Winning the Money Game”
Looks at financial responsibility, mistakes people make with money, spending less than you earn, “paying yourself first” and “part of all you earn is yours to keep”, building a cash reserve, developing financial goals, the time value of money, understanding mutual funds, car buying, avoiding payday lenders and debt elimination.
“Investing in Your Child’s Future”
A look at your child’s future – early education, special experiences, car(s), college, post-graduate schooling, wedding, home. Teaching the value of money – be a role model and set the example. teach financial decision-making. Plan for college. Understand the financial aid process and the various education saving plans. Do not sacrifice parent’s retirement for child’s college education.
“Some Basics of Investing”
A look at understanding the basics of investing. Explanations of stocks, bonds, mutual funds – exchange traded funds and index funds, Treasury Bills, notes and bonds, and certificates. An explanation of mutual fund styles: Large, mid and small cap vs. growth value and blend. An explanation of mutual fund types: aggressive growth, growth, growth and income, international and global. Information is provided on how to look up and evaluate mutual funds.
Other presentations can be developed to meet the individual needs of your organization.
