1. Central and Peripheral
Nervous System
I think that every presentation regarding finance or investments has to be grounded in some type of metaphor. The right metaphor allows the audience to feel immediately comfortable with the presentation even though they may not have much prior knowledge on the subject matter.
To me, sailing has always seemed to provide just the right terms to describe both the planning and patience required of a successful investor. Whether it be “charting the course” of an investment plan or having the patience required to navigate choppy markets, sailing and investing can make for a compelling presentation.
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Central and Peripheral

2. Consists of your brain and spinal cord.
Central Nervous System
Consists of your brain and spinal cord.
THE BRAIN IS THE MAIN CONTROL CENTER OF THE NERVOUS SYSTEM.
THE BRAIN HAS 3 MAIN PARTS: CEREBRUM, CEREBELLUM AND THE MEDULLA. EACH HAS ITS OWN JOB.
As one of the largest fee-only investment managers in the state of Georgia, our job is to help you chart out your own course to retirement. Here, presenters should place their credibility statement, education, title, and/or years of experience.

3. 3 MAIN PARTS OF THE BRAIN
CEREBRUM: LARGEST PART OF THE BRAIN. IT CONTAINS 2 HALVES, RIGHT HEMISPHERE DIRECTS THE LEFT SIDE OF BODY AND LEFT HEMISPHERE CONTROLS THE RIGHT SIDE OF THE BODY.
CEREBELLUM: SECOND LARGEST PART OF THE BRAIN. THIS PROCESSES SENSORY INFORMATION FROM YOUR BODY AND IS LOCATED BELOW THE CEREBRUM.
MEDULLA: CONNECTS BRAIN TO SPINAL CORD. THIS CONTROLS INVOLUNTARY PROCESSES SUCH AS BLOOD PRESSURE, BODY TEMPERATURE, HEART RATE AND BREATHING.
This slide lets the audience know that everyone is at “some stage” of retirement planning.

4. 3 Main Parts of the Brain

5. Lobes of the Brain
FRONTAL LOBE: In charge of speech, movement, emotions, problem solving, memory
OCCIPITAL LOBE: In charge of vision
PARIETAL LOBE: In charge of touch, temperature and pain
TEMPORAL LOBE: In charge of hearing

6. The Spinal Cord
The nerve fibers in your spinal cord allow the brain to communicate with your peripheral nervous system.

7. Peripheral Nervous System
Messages about your environment travel through the nervous system called neurons.
A neuron is a nerve cell that is specialized to transfer messages in the form of fast-moving electrical energy. These electrical messages are called impulses.
A neuron has a large region in the center called the cell body.
Dendrites are usually short, branched extensions of the cell.
Axons are elongated extensions of the neuron. The tip of each axon is called the axon terminal.

8. Neurons

9. Fun Facts
A new born babies brain grows 3 times in the 1st year
If we lined up all of the brains neurons it would stretch 600 miles
As we get older the brain loses 1 gram per year in weight
There are 100 billion neurons in your brain
The folds of the brain are called Gyri
Average Human Brain weighs 3 lbs.
This slide lays out the overall objective of the presentation; which is how to achieve or start working towards a “successful retirement”. It starts with a “written financial plan”, and moves clock-wise – all centered around the main goal. On this continuum, buttons can be added or removed, depending upon the financial professional giving the presentation.
A successful retirement plan has many moving parts and each of them must serve a unique function in carrying you to retirement. Regardless of your situation, the journey to retirement is likely dotted with some storms and choppy seas along the way.
Here, I have laid out what I believe to be the very basic principles necessary for any successful retirement plan.