Financial Planning Seminar

(Financial Planning Topics)

1. • Is It the Right Time?
2. • Am I an Investor?
3. • Is my neighbor an Investor?
4. • What If I Decide to Invest?
5. • What is a Portfolio? Diversified Portfolio?
6. • E-Market?
7. • Personal Budget?

1. Financial Planning

• Financial Services Defined

• Financial Instruments

• Stocks, Bonds, Mutual Funds, Munis, …,

• Life Insurance, Annuities

• Letter of Credits

• Investing In Real Estate

• The Stock Markets

• Individual Investors

2. Is It The Right Time?

• Timing Issues

• Time to Buy

• Time to Sell

• Time to Hold

• Time to Liquidate

3. Am I An Investor?

• Who is an investor?

• Who Should/Can/May Invest?

• What if I try and Loose

• Measurement of Risks Vs. Rewards

4. My Neighbor An Investor?

• Who is at the Playing Table?

• Friends?

• Family members?

• Neighbors?

• Strangers?

• Who cares?

• If I Decide to Invest

• Where to Invest

• When to Invest

• How much I should invest

5. Portfolio

• Risky Vs. less-risky portfolio

• National Vs. International markets

• Seasonal Vs. Permanent instruments

• Retail Vs. wholesale

6. The eMarket

• Products

• Services

• Stores

• Price

• Position

• Return on Investment (ROI)

• Return on Life (ROL)

• ROL ≠ ROI

7. A Balanced Life

• The successful investor

8. Personal Budget

• Income

• Expenses

• Cash flows

• Emergency Savings

• Investment Savings/Funds

* Seminar Dates/Schedules

• Investment Planning Seminars 101

– Saturdays 1:00pm – 2:30pm

– Investment Planning Seminars 102

– Saturdays 2:45pm – 5:00pm