Slide utilizzate durante il workshop "Creare documenti digitali accessibili a non vedenti ed ipovedenti" tenutosi alla Giornata Aperta 2009 (organizzata da Porte Aperte Sul Web).
This document discusses financial planning strategies for women. It begins by introducing the financial advisor and her company. It then discusses the importance of introspection and having the right mindset for investing. It introduces the concept of creating a "PACT" (Prepare, Accumulate, Consume, Transfer) to help organize financial goals. It discusses different investing approaches at various life stages and the benefits of diversification and dollar cost averaging. It provides examples showing the power of compound returns over time and benefits of maintaining a long-term perspective during market fluctuations.
The document discusses financial planning strategies for women. It introduces the "three i's of investing": introspection, investigation, and invitation. Introspection involves examining myths and mindsets around investing. Investigation means creating a financial plan using a "PACT" framework of preparing, accumulating, consuming, and transferring assets. Invitation is taking action by finding a financial advisor and getting advice. The document provides hypothetical scenarios to illustrate asset allocation, diversification, and planning for different life stages from young to retired. It emphasizes the benefits of financial advice for better habits, confidence, and planning.
Slide utilizzate durante il workshop "Creare documenti digitali accessibili a non vedenti ed ipovedenti" tenutosi alla Giornata Aperta 2009 (organizzata da Porte Aperte Sul Web).
This document discusses financial planning strategies for women. It begins by introducing the financial advisor and her company. It then discusses the importance of introspection and having the right mindset for investing. It introduces the concept of creating a "PACT" (Prepare, Accumulate, Consume, Transfer) to help organize financial goals. It discusses different investing approaches at various life stages and the benefits of diversification and dollar cost averaging. It provides examples showing the power of compound returns over time and benefits of maintaining a long-term perspective during market fluctuations.
The document discusses financial planning strategies for women. It introduces the "three i's of investing": introspection, investigation, and invitation. Introspection involves examining myths and mindsets around investing. Investigation means creating a financial plan using a "PACT" framework of preparing, accumulating, consuming, and transferring assets. Invitation is taking action by finding a financial advisor and getting advice. The document provides hypothetical scenarios to illustrate asset allocation, diversification, and planning for different life stages from young to retired. It emphasizes the benefits of financial advice for better habits, confidence, and planning.