PPT-Financial planning and value for money

Stephen Morales CEO ISBL Financial planning and value for money What to have in place What to look out for Developing a strategic plan Know your numbers Staff pay as percentage of total expenditure. FAMILY . LIFE . MINISTRY . Theme: Effective . Family Finance . Management. Topic: Planning, Budgeting and Saving. MAY , . 22. ND. . 2012. Opening prayer. Text: Matthew 25: 14-31. 14. "For the Kingdom of Heaven is as a man traveling into a far country, who called his own servants and delivered unto them his . | . info@f3eonline.org . | 240-499-0390. Foundation for Financial Education. E. 3. F. Presented By: . Define reserves (i.e. budget). Pay yourself first and keep track. Raises, tax refunds, gifts/inheritance. Dear <<personalise . with client . name>>. Introducing Sanlam Cumulus Investments, . an endowment that has been designed to give you the . flexibility. to choose how and where you want to invest your money. Offering you the potential to earn exceptional returns on your money with a range of investment funds to choose from. Great estate planning benefits . Section 1.1: Decisions and Goals in Personal Finance. Making Personal Financial Decisions. Personal financial planning means spending, saving, and investing your money to have a life you want while maintaining financial security.. Dave . Ramsey Activity…. Chapter 1 Quiz. Chapter 1 Notes. Get My Goals WS. NEFE 1-7 pages. PF-Chapter 1 Personal Planning. 1. Clay’s Candy Bar Madness. Payday: You did it! You are a Millionaire.. Unit 2. Objectives for Unit 2 . Budgeting : Making the Most of the Money. Examine your spending habits.. Know the benefits of having a spending plan, or budget.. Identify various source of income.. Indentify types of expenses. My Bucket List . Have you ever heard of a bucket list?. What would go on yours?? (write on back). Volunteers to share. (Activity: Show Me The Money). Learning objectives. Understand the . importance of setting goals . -J Kevin Meaders JDCFP ChFC CLUNovember 2013In the early 1900s John DRockefeller Sr was known to hand out bright shiny new dimes to poor children in the streets of New York as a gracious act of charit Progress Wealth Management is a financial consultation site that strive to help people with planning out their financial life and reach their financial goals. Visit: https://progresswealthmanagement.com/ The Benefits of Reading Books If you’re an employee at a startup, you may be offered stock options as part of your compensation package. These stock options can be a valuable source of income, but only if you understand how they work and when to exercise them. Visit: https://progresswealthmanagement.com/ Agenda. Planning for Your Financial Future. Money Personalities. The Power of Planning. Developing Your Spending Plan. Resources. Money Personalities. Money Personalities . Planning for Your Financial Future. BY. PROF. HENRY ETENDE EMBEYWA. RIAP EDUCATIONAL AND TRAINING CONSULTANTS. 0725-162-812. 0743-923-280. THE FINACIAL DISCIPLINE . PROCESS. ACTION 1 . Loreen. . Rugle. , PhD, ICGC II. Christine Callahan, PhD, LCSW-C. FIRST POLL. Do your clients struggle with any of the following issues related to finances?  . Not enough income and/or trying to stay afloat.