PPT-Personal Finance Chapter 1: Personal Financial Planning

Section 11 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. Jeremy Williams. Financial Capability . Relationship Manager. M. The . ifs. School of Finance. A Leading Provider of Financial Education since 1879 . 1879 – The Institute of Bankers is founded. 1987 – The organisation gains a Royal Charter. A seminar for business owners. Michael J. Kearns . CLU. . ChFC. Financial Advisor. The Northwestern Mutual Life Insurance Company . · Milwaukee, Wisconsin. 2. Can I retire in 10 years?. Can this business fund my retirement? What if my partner dies? Do I want to do business with his son? Now I’ve personally guaranteed a loan. [presenter name/business name]. [presentation date]. 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. Presented by:. Lissa. M. Benton. Financial Services Professional. Property & Casualty Broker. Agenda. What is financial planning?. Your professionals. Asset Protection. Strategic Tax Planning. Estate Planning. Personal . Financial Literacy. Andrea Neff. , . National Sales . Consultant. . Session Outline. Why teach Personal Financial Literacy?. Personal Financial Literacy covers what topics?. How to teach Personal Financial Literacy. Mr. Bernstein. Sources of Consumer Credit, . pp. . 154-161. March . 12, . 2013. Stock Market Analysis . & Personal Finance. Mr. Bernstein. Sources of Consumer Credit. Commercial Banks. Describe the cycle of money, the participants in the cycle, and the common objective of borrowing and lending.. Distinguish the four main areas of finance and briefly explain the financial activities that each encompasses.. Chapter 20. Estate Planning. Chapter . Objectives. 20.1. . Explain the use of a will. 20.2 . Describe estate taxes. 20.3 . Explain the use of trusts, gifts, and contributions. 20.4 . Introduce other aspects of estate planning. The . Whys, . Whats. , . and . Hows. . of. Personal Finance. May 2, 2014. Bryan Sudweeks, Ph.D., CFA. From the BYU Marriott School of Management website on. Personal Finance. at . http://personalfinance.byu.net. Managing Your Debts. Signs of Debt Problems. The Warning Signs. Signs of Debt Problems. The Warning Signs. Debt Collection Practices. Collection Agencies. Financial Counseling Services. Consumer Credit Counseling Service (CCCS). 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.. Junior Achievement Finance Park. Hi, I’m Amy. . I’m only in middle school, but I know I need to be . financially smart . for the road ahead of me.. to stay financially. . strong?. And. Budgeting. Chapter 3. Learning Objectives. LO3-1 Recognize relationships among financial documents and money management activities.. LO3-2 Develop a personal balance sheet and cash flow statement.. Explore the world of personal finance with this comprehensive guide. Get answers to your burning questions on budgeting, saving, investing, and more.