Description

The number 1 regret that people have when thinking about their finances is that they did not begin to educate and work to maximize their understanding of financial opportunities and risks EARLIER IN LIFE!!!

 

This presentation will offer insight into the basics of instruments & strategies used in Financial Planning & developing investment strategies. Early development of these skills will allow students to make significant use of time to their advantage.  With the advantage of more time,, risks may have a better chance of becoming opportunities!!!

 

 

Key Questions

What is the importance of beginning financial planning & investment management early?

Why is financial independence so important?

What are the instruments used for financial investing (stocks, bonds, alternative investments) What are their primary characteristics? How do you combine financial instruments into the creation of a portfolio?

What are some of the significant risks & opportunities associated with these instruments?

How do taxes influence investment planning strategies?  What are key elements to consider regarding taxes & investments?

How can students begin practical application of financial management strategies right now? How will this help them develop the tools to be financially independent?

Expected Outcomes

Students should take away the importance of beginning their financial education as early as possible. They should learn the importance of compounding of savings & investment returns so as to allow time to work in their favor to create the potential for increased financial success throughout their lives.
Students should understand & begin to develop the tools of risk management & how to evaluate financial opportunities.

Documents

Curriculum Alignment

Completed Date

 01/19/2017 10:30 AM   Eastern Time

Duration

 01:00

Presenter

Richard Roscelli Renaissance Asset Management LLC.

Invitee

Genie Davis DETROIT INSTITUTE OF TECHNOLOGY AT CODY

Invitee

Melanie Colvin GRAMBLING STATE UNIVERSITY LAB HIGH SCHOOL

Invitee

Karley Cooper JEWEL M. SUMNER HIGH SCHOOL

Invitee

elizabeth Rickard

Invitee

Meljoanne Lemaire PLAQUEMINES PARISH LEARNING CENTER

Invitee

Jessica Walker WEST FELICIANA HIGH SCHOOL

Invitee

Carla Ross
Classes
Not Available  
Grades
Grade 6 To 8   Grade 9 To 12   Out Of School Youth  
Career Clusters
Business Management & Administration   Education & Training   Finance   Science, Technology, Engineering & Mathematics  
No. of Students
Not Available  
Topic
Explore your Financial Decision Making
Sub Topic
Not Available  
Industry
Banking   Investment Banking   Accounting   Financial Services   Insurance   Higher Education  
Skills/Specialties
financial advisory   Portfolio Management   Investment Management   Money