PPT-SAVING : INVESTING : PLANNING March, 2010

Communication Education and Investment Management for the Tennessee Optional Retirement Program 2 VALIC Points to Consider VALIC Background Participant Services Investment Management Contact Us. [date]. [venue]. [contact information]. Introduction. About the PFP Section & PFS Credential. The AICPA PFP Section provides information, resources, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and their closely held entities. Ted Jackson. School of Public Policy and Administration. Carleton Centre for Community Innovation. Presented to the Research Works Luncheon Session,. Senate Room, Carleton University, November 1, 2012. Swarn Chatterjee. Department of Financial Planning, Housing, & Consumer Economics. University of Georgia. Topics for today’s discussion. Financial Capability. Behavioral Economics: The role of psychology in financial decision making. The Road to Financial Independence. Personal Finance . Essentials:. 8 Financial Priorities. Discussion Topics. 1. Perspectives: Spiritual matters. 2. Investing Basics: Before you start. 3. Investment Vehicles: The shopping carts. FOR ADVISOR USE ONLY. Agenda. . This material is presented for informational purposes only, and is not a legal, tax or investment opinion. The provision of the information contained herein and any oral or written communication regarding the same should not nor is intended to be construed as such. Interested persons should seek retained independent professional advice before acting or foregoing action in relation to any of the matters mentioned herein.. Most people save and invest to meet a goal…. Buying a car. Continuing their education. Starting a family. First home. Build up a “rainy day” fund. Provide funds for a “comfortable” retirement. 2 | A ROADMAP TO YOUR JOURNEY TO FINANCIAL SECURITY | 3 Don’t Wait to Get Started YOU CAN DO IT! IT’S EASIER THAN YOU THINK. No one is born knowing how to save or to invest. Every suc - Discover the Jealously Guarded Insights of Real Estate Tycoons and Hot Dealers! Visit: https://bit.ly/3vNaLcz Chris Dondzila, PhD . Steve Glass, PhD, FACSM. Department of Movement Science. Grand Valley State University. 1. What Does Retirement Mean To You?. 2. The Reality. More than just finances! What about your body???. PLANNING FOR THE FUTURE. WHY DO I NEED INSURANCE OR A RETIREMENT ACCOUNT WHEN I’M YOUNG AND . HEALTHY?. BLOCKING . THE COST OF RISK. Health. Auto. Life. Disability. Long-term care. Property. MINDSET FOR STARTING YOUNG. Learning Goals. What is Impact Investing?. Why should we be interested in Impact Investing?. What are Impact Ratings?. How can a socially responsible investment be created and managed?. Why Impact Investing. 1. Minds on. Over a recent 20-year period, what percent of investment pros do you think  “beat the market?”   .   . The market, in this context, typically refers to a stock market index that represents the overall performance of a group of... Presented by . Matthew Gherman. October 22, 2020. mgherman@schools.nyc.gov. EconEdLink. Membership. You can now access CEE’s professional development webinars directly on EconEdLink.org! To receive these new professional development benefits, . Austrian Economics & the Financial Markets. May 22, 2010. Joseph Calandro, Jr.. 1. Contents. Background. Introduction – Austrian Economics & Investing. Investing & “Value Investing”.