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PRESENTATION TOPIC #3
Intelligent Investing
Isn't it time you got “in-the-know” on investments NOW?
Presented by Lori Wilson
PRESENTATION DETAILS
Investing can feel complex and even intimidating, but understanding how to grow and protect your wealth is essential to creating a secure financial future.
In this 45-minute Intelligent Investing session, we’ll simplify the fundamentals of smart investing, helping you make informed choices that balance growth with protection. Whether you’re already investing or are just getting started, this presentation is designed to demystify the investment process, so you can confidently build wealth with a strategy that aligns with your goals.
YOU WILL LEARN
Here's what your audience will learn during this presentation on Intelligent Investing:
- Creating an Effective Investment Strategy → Gain clarity on how to establish or refine an investment strategy that aligns with your unique financial objectives, timeline, and personal risk tolerance.
- Risk Management and Diversification → Understand the role of diversification in reducing risk and the steps to creating a balanced portfolio that withstands market fluctuations while still achieving growth.
- Growth and Reinvestment Opportunities → Discover the power of reinvesting dividends, identifying new opportunities, and leveraging strategies for long-term wealth accumulation, ensuring your investments continue to work for you over time.
By the end of this session, the audience will gain the knowledge and strategies needed to make smarter investment decisions and maximize financial growth.
Investing is not only about accumulating wealth, but also about creating a sustainable and secure future for themselves and their loved ones.
This presentation aims to demystify investing, providing attendees with the confidence to take strategic and informed steps toward their financial goals. The future is shaped by the choices made today, and this session will help ensure those choices are impactful and meaningful.
WHAT YOU’LL WALK AWAY WITH
By the end of this presentation, you’ll have:
- A Clear Investment Strategy → Participants will understand how to evaluate their current investments and realign their portfolio with both short-term and long-term financial goals, focusing on strategies to maximize returns while managing risk.
- Risk Management Essentials → Gain practical insights into diversifying effectively and mitigating investment risks. Attendees will leave equipped with simple yet effective methods to safeguard their wealth from market volatility.
- Opportunities for Growth → Learn actionable steps for reinvesting gains and identifying new avenues for wealth accumulation. From exploring dividend reinvestment to considering emerging market opportunities, participants will discover how to enhance their investment growth potential.
DURATION / FORMAT
- TIME: This is a 45-minute presentation.
- FORMAT: Sessions are held via Zoom, with interactive discussions and with live Q&A at the end.
Contact Lori's office to see if she has a calendar opening to speak to your group on this topic (and possibly others). Your inquiry will surely receive a prompt reply.
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As a MONEY COACH, LORI WILSON is dedicated to helping you improve your financial literacy, as too many people are so unprepared, not just for retirement, but for managing their day-to-day finances. Lori's mission is to provide the financial knowledge her clients need to make clear, confident, and informed decisions about money. When you're ready to start your journey to financial mastery, you can call upon Lori to help.
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