PPT-Financial planning Intro to Investing

Daily Objectives Students will Be able to explain diversification Compare the relationship between risk amp return U nderstand that in order to achieve long term financial goals some form of investment planning is necessary. [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. Taking care of your future wealth. What is the difference between saving and investing?. Portion of current income not spent on consumption. Saving. Purchase of assets with the goal. . of increasing future income. Jason Hull. Hull Financial Planning. www.hullfinancialplanning.com. Who Is This Presentation For?. Anyone who doesn’t feel like their personal finances are in a rock solid position. Anyone who doesn’t feel like their business is in a rock solid position. 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.. Section 1-Reasons for Saving and Investing. Savings. Money set aside for the future (also known as deferred spending). Emphasis on “safety of principal”—protecting the balance in your account. Types of savings—safe, because these are FDIC Insured. 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 world of Retirement Planning can feel like a giant maze. The professionals at Progress Wealth Management have helped thousands of people better plan for their transition into retirement. 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/ 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/ Managing your finances is a necessary aspect of your life that requires mindful planning, diligence, and discipline. A budgeting plan is an effective tool that can help you achieve financial stability and reach your financial goals. Visit: https://progresswealthmanagement.com/ 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. 2. Agenda. II. Understanding and navigating the alphabet soup. III. Increasingly diverse set of allies – an illustration. IV. How to get started. V. Your questions (and maybe even some answers). I. A bit about me, a bit about you. 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, .