《花旗银行内部》PPT课件

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1、Activity1………………Savingvs.InvestingActivity2……….….SavingforaRainyDayActivity3……………………..1+1=SavingActivity4…..InvestingfortheLongTermMoneyManagement-Activity1ACTIVITY1Savingvs.InvestingOverviewSavingvs.investingInformationonapaycheckMakingafinancialplanBudgeting2Slide

2、1-DoYouSave?DoYouInvest?LessonReference:MoneyManagement,Activity1–Overhead1DOYOUSAVE?DOYOUINVEST?3Slide2-Savingvs.InvestingLessonReference:MoneyManagement,Activity1–Overhead2SAVINGVS.INVESTINGSavingShort-term.Postponesspending.Hassafetyprecautions.InvestingLong-t

3、erm.Exchangesmoneyforsomethingwiththefutureexpectationofreceivingaprofit.Hasriskfactors.4TAKEAGOODLOOKATAPAYCHECKSlide3–PaycheckLessonReference:MoneyManagement,Activity1–Handout15Slide4–MakingaSuccessfulFinancialPlanLessonReference:MoneyManagement,Activity1–Hando

4、ut2MAKINGASUCCESSFULFINANCIALPLANStartasearlyaspossible.Setgoals.Includebothshort-andlong-termstrategies.Supporttheplanwithapractical,workingbudget.Reviewtheplanonaregularschedule.Doyourhomeworkwhileworkingonyourplan.Puttheplaninwriting.6Slide5-FinancialPlanAssista

5、nceLessonReference:MoneyManagement,Activity1–Overhead3FINANCIALPLANASSISTANCEBankersCertifiedFinancialPlannersSchoolsandCoursesPeerGroupsandInvestmentClubsTheMediaTheInternet7Savings&InvestmentsFixedExpensesPeriodicFixedExpensesVariableExpensesDebtsBUILDINGMYMONTH

6、LYBUDGETSlide6–BuildingmyMonthlyBudgetLessonReference:MoneyManagement,Activity1–Handout48MoneyManagement-Activity2ACTIVITY2SavingforaRainyDayOverviewReasonstosaveConcernsandissueswithsavingWheretosave9Slide1-SavingforaRainyDayLessonReference:MoneyManagement,Activ

7、ity2–Overhead1SAVINGFORARAINYDAY10Slide2-ReasonstoSaveLessonReference:MoneyManagement,Activity2–Overhead2REASONSTOSAVEProvideforunexpectedemergencies.Purchaseexpensiveitemsinthefuture.Ensureretirement.Planforinvestmentopportunities.11Slide3–ConcernsandIssuesWhenSa

8、vingLessonReference:MoneyManagement,Activity2–Handout1CONCERNSANDISSUESWHENSAVING•Safety•Restrictions•Liquidity•Earnings•Taxes12Slide4–PlacestoS