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Personal Consulting PDF Print E-mail
Written by Administrator   
Sunday, 07 February 2010 21:05

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