Catalogue code D01 Full presentation or module? Presentation Slide numbers: D01-1 to D01-20 Registered/Non-Registered Usage: This presentation is for use.

Slides:

Advertisements

Similar presentations

Click to edit Master title style Click to edit Master text styles –Second level Third level –Fourth level »Fifth level FERS ANNUITY SOCIAL SECURITY BENEFITS.

Advertisements

How do you link lifestyle choices to retirement savings…. And what are the other issues do you need to consider?

Business Math Chapter 8.

© 2014 Cengage Learning. All Rights Reserved. Do Now: ●Where do you get new shoes? ●Have you ever had to wait for a size you need to be brought out to.

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Compensation Planning Guide Catalogue code: B08 Full presentation or module? Full Slide numbers:

Phoenix Union High School District Retirement Workshop STEVE JAMES NICK HILEMAN.

Slide#: 1© GPS Financial Services Revised 02/18/2009 Cougar Mountain Software Professional Version cms 2 IN FixCodesChg tm Price $222 (generous.

V Slide 1V 1.0Slide 1 FMP/Common Setup FMP – Common Setup Account Clerk School Principal Bookkeeping FMP Common Setup Budgeting Staff Cost Capital.

Schaedler Yesco Distribution Inc. 401(k) Plan Your Financial Wellness – How to do a Check-up on Your 401(k) Account.

By identifying specific financial goals, there’s a much better chance that clients will commit to invest.

Savings and investments. Reasons to save and invest ► Education ► Down payments- car, house, toys ► Business startup ► Retirement ► Emergencies.

RYAN PAUL 401(k) Plans: What Employees Need to Know By Ryan Paul.

Slide#: 1© GPS Financial Services Revised 01/07/2011.

Caroline Murphy, President. Investments Types Fixed Income Equities Mutual Funds Commodity Funds Emerging Market Funds.

Caroline Murphy, President. INVESTMENT TYPES Fixed Income Equities Mutual Funds Commodity Funds Emerging Market Funds.

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC The Church Retirement Plan Catalogue code: A12 Presentation or Module? Presentation Slide numbers:

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Preparing for Retirement Catalogue code: B01 Full presentation or module? Presentation Slide numbers:

Z z GuideStone Risk/Reward Characteristics Catalogue code: A01 Full presentation or module? Module Slide numbers: A01-1 to A01-11 Registered/Non-Registered.

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Basics of Mutual Fund Investing Catalogue code: B18 Full presentation or module? Presentation.

457(b) Employee Module Catalogue code: B15 Presentation or Module? Module Slide numbers: B15-1 to B15-5 Registered/Non-Registered Usage: Allowed for all.

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC 457(b) Employer Module Catalogue code: B14 Presentation or Module? Module Slide numbers: B14-1.

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Capital Preservation Catalogue code: C07 Full presentation or module? Module Slide numbers: C07-1.

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Staying on Track Catalogue code: B09 Full presentation or module? Presentation Slide numbers:

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Financial Facts Catalogue code: B07 Full presentation or module? Presentation Slide numbers: B07-1.

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Closing Info Catalogue code: C03 Full presentation or module? module Slide numbers: C03-1 to C03-2.

What would you do? Chapter Six -- Savings. What is the "Fiscal cliff"?

Mission Dignity Catalogue code: A15 Full presentation or module? Module Slide numbers: A15-1 to A15-3 Registered/Non-Registered Usage: All (Choices: registered.

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC C06-Fund Rankings Catalogue code: C06 Full presentation Slide numbers: C06-1 to C06-6 Registered/Non-Registered.

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Maximizing Contributions Catalogue code: B04 Full presentation or module? Module Slide numbers:

Internet Strategies to Improve Farm Business Management Summary.

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC MyGuideStone Module Catalogue code: A19 Full presentation or module? module Slide numbers: A19-1.

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Retirement Income Solutions Catalogue code: A20 Full presentation or module? Full presentation.

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Retirement Planning for Field Personnel Catalogue code: #B20 Full presentation or module? Presentation.

Financial Literacy: Unit 1 – Saving and Investing.

DEPARTMENT MODULE User’s Guide. Step 1. Click Files Step 2. Click Department.

TWO FOR TOMORROW YOUR RETIREMENT. PLAN FOR LIFE. ® TWO FOR TOMORROW © 2012 The Hartford, Hartford, CT P-TFT2SS-PRES-all 2-12 RPS

Chapter 11 Saving and Investing Options. Slide 2 What Are Good Financial Market Investments? A mutual fund is a professionally managed group of investments.

A STEP-BY-STEP APPROACH TO INVESTING. By identifying specific financial goals, there’s a much better chance that clients will commit to invest.

Do I Understand Power Point? Assessment Game. Question 1 What is Power Point?

HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Multi-diversification-Investment Philosophy and Manager Selection Catalogue code: A06 Full presentation.

GuideStone Funds Investment Philosophy

Accounting and finance Unit 4 TOPIC 5 – CASHFLOW STATEMENTS

1% Club Catalogue code: A13 Full presentation or module? Module

Welcome to a GuideStone Financial Resources Presentation!

457(b) Employer Module Catalogue code: B14

GuideStone Funds Investment Philosophy

Salary Payment in PFMS Using Excel

C-06 FUND RANKINGS Q Update C06-1.

Page 1: Your Account at a Glance Summary Special Notice

Personal Inventory GPS: GUIDED PLANNING SERVICES

Module 06 External / Partner Inventory

Basics of Mutual Fund Investing

READY TO RETIRE? How to Create Your Withdrawal Strategy

Flowserve Distributor Online Store & Portal

Retirement Income Solutions

Compensation Planning Guide

Mission Dignity Catalogue code: A15

Good <morning, afternoon, evening>

457(b) Employee Module Catalogue code: B15

ASSET ALLOCATION & INVESTMENTS

Salary Payment in PFMS Using Excel

Polytechnic widescreen (16:9) template

Good <morning, afternoon, evening>

Tax-Sheltered or Roth Catalogue code: B19

Good <morning, afternoon, evening>

TEAM NAME MEMBER 1 MEMBER 2 MEMBER 3 MEMBER 4

Good <morning, afternoon, evening>

Good <morning, afternoon, evening>

Presentation transcript:

Catalogue code D01 Full presentation or module? Presentation Slide numbers: D01-1 to D01-20 Registered/Non-Registered Usage: This presentation is for use by Investment Advisor Representatives only. (Choices: registered rep use only, not for registered rep use, allowed for all, partial limitations) Last update info: Date updated: Project #25730 Description of changes: update with new approved template Filed with FINRA? No If yes, date: Notes: This presentation is for use by Investment Advisor Representatives only. Typically the only Investment Advisor Representatives working for GuideStone Advisors are Personal Financial Strategies & Services employees. All other employees should not use this presentation and should use presentation A26 to discuss GPS. GPS: Guided Planning Services HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC GPS: Guided Planning Services Graphic master – do not delete

D01-1 Personal Inventory GPS: GUIDED PLANNING SERVICES

D01-2 Personal Inventory GPS: GUIDED PLANNING SERVICES

D01-3 Personal Inventory 1. Retirement Accounts GPS: GUIDED PLANNING SERVICES

D01-4 Personal Inventory 2. Annual Income GPS: GUIDED PLANNING SERVICES

D01-5 Personal Inventory 3. Living Expenses GPS: GUIDED PLANNING SERVICES

D01-6 Risk Assessment GPS: GUIDED PLANNING SERVICES

D01-7 Risk Assessment GPS: GUIDED PLANNING SERVICES

D01-8 Risk Assessment GPS: GUIDED PLANNING SERVICES

D01-9 Evaluate Your Results GPS: GUIDED PLANNING SERVICES

D01-10 Correct funds? GPS: GUIDED PLANNING SERVICE

D01-11 Evaluate Your Results — “What-if” Scenario GPS: GUIDED PLANNING SERVICES

D01-12 Saving enough? GPS: GUIDED PLANNING SERVICES

D01-13 Saving enough? GPS: GUIDED PLANNING SERVICES

D01-14 Saving enough? GPS: GUIDED PLANNING SERVICES

D01-15 Saving enough? GPS: GUIDED PLANNING SERVICES

D01-16 Saving enough? GPS: GUIDED PLANNING SERVICES

D01-17 Saving enough? GPS: GUIDED PLANNING SERVICES

D01-18 Saving enough? GPS: GUIDED PLANNING SERVICES

D01-19 Your Action Plan GPS: GUIDED PLANNING SERVICES

D01-20 Your Next Steps GPS: GUIDED PLANNING SERVICES