X

Download Financial Planning PowerPoint Presentation

SlidesFinder-Advertising-Design.jpg

Login   OR  Register
X


Iframe embed code :



Presentation url :

Home / General & Others / General & Others Presentations / Financial Planning PowerPoint Presentation

Financial Planning PowerPoint Presentation

Ppt Presentation Embed Code   Zoom Ppt Presentation

PowerPoint is the world's most popular presentation software which can let you create professional Financial Planning powerpoint presentation easily and in no time. This helps you give your presentation on Financial Planning in a conference, a school lecture, a business proposal, in a webinar and business and professional representations.

The uploader spent his/her valuable time to create this Financial Planning powerpoint presentation slides, to share his/her useful content with the world. This ppt presentation uploaded by worldwideweb in General & Others ppt presentation category is available for free download,and can be used according to your industries like finance, marketing, education, health and many more.

About This Presentation

Slide 1 - Financial Planning An Introduction to the Financial Planning Process Conducted by: Lawrence W Wiswall Jr. TCS Financial Services, Inc.
Slide 2 - What is Financial Planning? Personal Financial planning is the organization of an individuals financial and personal statistics for the purpose of maximizing assets and effectively meeting near and long term goals. Accomplished through Cash Flow maximization by investment asset allocation
Slide 3 - 6 Steps of the Planning Process Assets – Liabilities = Net Worth Determine type of assets held III. Set Objectives IV. Practice Risk Management V. Establish a model (Allocation) II. Know what you can afford to invest I. Learn what your net worth is: VI. Find assistance if needed
Slide 4 - I. Determining your Net Worth Need to determine your current status and where you are by assessing what you own and what you owe (Assets & Liabilities) Needs to be updated at least on a yearly basis Shows your position, a personal balance sheet
Slide 5 - II. Know what you can afford to invest Establish a three month process 1st Month - Develop your spending pattern 2nd Month - Realign spending to match savings & investment goals 3rd Month - Make sure revised spending habits are working Build cash reserve for emergencies of 3 to 6 months of after tax income Once cash reserve met, begin funding for goals
Slide 6 - III. Set your Objectives Determine investment goals both short and long term: Child’s education, Purchase a new home, Retirement Goal should consist of: Timeframe in which to acquire fund Funds needed to accomplish goal What you want to accomplish Set savings plan to accomplish goal
Slide 7 - IV. Practice Risk Management “ Don’t risk more than you can afford to lose. But, don’t pay to insure what you can afford to risk” Professor Robert Mehr, Principles of Insurance 2. Increase deductibles for risk you can afford to self insure 1. Reduce or avoid obvious hazards- seatbelts, smoke detectors, personal health etc. 3. Make sure you are insured for Health, Life, Disability, LTC, Auto, Home and Excess Liability (Umbrella) Policies where needed Good Financial management protects from perils that can drain your assets
Slide 8 - V. Establish a model (Asset Allocation) Allocation is a personal preference that is based on: Goals and time frame to accomplish them Risk vs. Reward Tolerance Age / Family situation Your present situation Allocation then allocated to items determined by their risk
Slide 9 - Most Risky Least Risky Cash, Savings, Treasury Bills, CD’s, Money Market Funds Annuities, Life Insurance Common Stock, Corporate Bonds, Mutual Funds Options Commodities, Art, Raw Land, Gems Options and Speculative Items Municipal Bonds, Income Limited Partnerships
Slide 10 - VI. Find Assistance Legal Assistance Accounting / Banking Assistance Financial Planning Assistance Broker Assistance If needed find an expert in the appropriate area for assistance Get additional information through books, seminars, or further education
Slide 11 - Key Areas of Financial Planning Investment Planning Income Tax Planning Insurance Planning Retirement Planning Estate Planning Cash Management Education Planning
Slide 12 - Cash Management The establishment of budgetary controls over expenditures Scheduling of major cash commitments for future years Elimination of negative monthly cash flow & expansion of daily standard of living The evaluation of current debt levels
Slide 13 - Investment Planning Types of Investment Vehicles Bonds Income Producing (REIT’s, Utilities, Pipelines) Mutual Funds Equities (Stocks) Asset Allocation Investment Strategies Taxation and Tax Efficient Investments Risk vs. Return
Slide 14 - Income Tax Planning Tax Management Techniques Deductions Other Tax Info Tax Calculations for Individuals Income Tax on Trusts and Estates
Slide 15 - Education Planning Projecting costs & methods of paying for schooling Developing plan to accumulate the funds needed Utilizing tax advantaged strategies Determine additional ways to make up any shortfalls, student loans etc.
Slide 16 - Insurance Planning A form of risk management Why risk Management?
Slide 17 - Liquidity Crisis – forced sale of assets at sacrificed prices Death - Loss of family earnings Disability – Loss or reduction of family earnings Sickness – Unlimited medical expense, Loss of earnings Property Loss (Theft, Fire, etc.) - loss of assets Personal Liability Case – Legal expense & possible court judgments For life’s unexpected events
Slide 18 - Insurance Planning A form of risk management Types of Insurance Auto Home Health Long Term Care (LTC) Life Insurance Disability Insurance Why risk Management?
Slide 19 - Retirement Planning Forecast income requirements during retirement years Determine extent to which net worth can support these requirements Learn benefits & limits of available resources provided by social security Determine sources for preparing, IRA’s qualified retirement plans, annuities, etc.
Slide 20 - Estate Planning Business & Property Transfers Marital and Charitable deduction vehicles Federal Estate Tax liability calculation Documents of Transfer – Wills & Trusts Gifts and federal gift taxation
Slide 21 - Sample Asset Allocation
 

Frequently Asked Questions

> About SlidesFinder?

Slidesfinder is a website that allows users to upload and share their PowerPoint presentations online. It provides a platform for individuals and businesses to share their ideas and knowledge through presentations, and for others to view and download these presentations for educational or professional purposes.
Slidesfinder offers a wide range of presentation topics and categories, including business, education, science, technology, health, and more. Users can also search for presentations using keywords, tags, or by category. The website provides tools to create professional presentations with rich media, animations, and graphics.



One of the key features of Slidesfinder is its user-friendly interface, which allows users to easily upload, view, and share presentations. Users can also embed their presentations in their websites or blogs using the website's embed code feature.
Slidesfinder also offers premium services, such as the ability to create private presentations and to download presentations in high-quality formats. However, the basic features of Slidesfinder are free to use, making it accessible to anyone who wants to share their ideas and knowledge through presentations.

> How do I register with SlidesFinder?

Go to registration page (you can see signup link on top of website page) https://www.slidesfinder.com/signup . If you have facebook/gmail account them just click on SIGN IN WITH FACEBOOK OR SIGN IN WITH GOOGLE button, by this you will be a registered member of slidesfinder without filling any form, required detail automatically will be fatch from your account. If you do not a Facebook account, then click on "Signup". Fill all required fields and you will be a registered member of slidesfinder.

> Is slidesfinder account confirmation is mandatory?

Yes it is mandetory to active your account to login.

> Do I need to signup/login on SlidesFinder before uploading a PowerPoint presentation?

Yes, you need to login with your account before uploading presentation. Your username will be displayed on your uploaded presentation. Your registered email id is needed for sending your stats of uploaded presentation.

Slidesfinder is a sharing website for PowerPoint presentations search and share. Find your interest in the form of powerpoint presentations on slidesfinder and save your valuable time . On Slidesfinder you get presentations from our huge library of professional ppt presentations. We believe in making your search INFORMATIVE and FUN. Find your best ppt presentation from a pool of PowerPoint presentations stacked under important industry categories like business & management, heath & Wellness,eduction & training etc. We provide unique informative PowerPoint presentation for marketers, presenters and educationists. These professional PowerPoint presentations are uploaded by professionals from across numerous industry segments.These ppt presentations are available for FREE download.

Not just finding your interest, but facilitate you broadcast your interest. We have created this platform for easy sharing of PowerPoint presentations, ensuring that these presentations get maximum exposure. Create your slidesfinder account and upload PowerPoint presentations for free, share on social media platforms and BUILD YOUR CROWD WITH PRESENTATION !!

The Great Buddha says, "Share your knowledge.It’s a way to achieve immortality"! So, start sharing knowledge and we are here to make that immortal !!

© 2013-2024 SlidesFinder. All rights reserved.

Re-productivity of content are not allowed. Without prior written permission from author, commercial use of any content is illegal.