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Intermediate-term . be displayed on your uploaded presentation. Financial Plan Presentation Executive Summary Brisbane Salon is a hair salon that allows Download this Presentation. It’s not enough to just have the goal, but to be sure and figure out a plan for attaining the goal. Here is a power point presentation that will help you to do proper financial planning for your business. > Is slidesfinder account confirmation is mandatory? You've created a budget, cut expenses, eliminated your credit card debt and have started … Financial Planning is the process of estimating the capital required and determining its competition. Financial planners can use this set to present how their clients can prioritize and organize their finances using the four levels of the pyramid (starting from the bottom), i.e., Protection, Savings, Wealth Building, and Speculation. Presentations; Monthly Communique; Document; Forms; Leaflet/Brochure; Account Statement; NAV . 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, II. It's save your time :). Associate Professor and Chairperson, Financial Planning And Analysis found in: Financial Analysis Ppt PowerPoint Presentation Inspiration Slide, Financial Planning And Analysis Example Of Ppt, Financial Plan Ppt PowerPoint Presentation Complete Deck With Slides,.. Financial planning is an important life skill to help you plan for your future and take better control of your financial goals by helping you to set realistic plans, evaluate alternatives and take effective measures. Presentation planning is a useful and necessary skill in the professional world as well as school. Financial planning is a process taken to produce a comprehensive financial plan, from which actions are taken to better navigate us toward our goals in life. For more information on preparing a business plan, refer to ED&T’s Starting a Small Business. Financial forecast or financial plan can also refer to an annual projection of income and expenses for a company, division or department. It’s a great marketing 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, Key Areas of Financial Planning Investment Planning Income Tax Planning Insurance Planning Retirement Planning Estate Planning Cash Management Education Planning, 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, 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, Income Tax Planning Tax Management Techniques Deductions Other Tax Info Tax Calculations for Individuals Income Tax on Trusts and Estates. 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