PERSONAL FINANCE PRESENTATIONS

The following are some personal finance presentations from the TAMU Financial Fair and from some TTVN presentations sponsored by the Agriculture Program Human Resources Office. The Agriculture Program Human Resources Office is not responsible for any of the content of these presentations.

Managing Your Money in Uncertain Times: A Look to the Past to Prepare for the Future

We live in the present, learn from the past and plan for the future. That's exactly what this financial planning session attempts to do. We certainly recognize the current stock markets and economy are uncertain. So how do we plan a strategy for the investment options available to us? What can we learn from the past?

This presentation by Janet Briaud, president of Briaud Financial Planning, gives valuable insights and knowledge about investment cycles, the psychology of the markets, inflation and deflation, the impact of terrorist attacks and the importance of having a plan.

NOTE: This presentation was taped at the 2003 TAMU Financial Planning Mini Fair, February 12, 2003

Click here for Handouts (PDF -requires Adobe Acrobat )
OR - Handouts PDF format in a Zip File

To view this presentation you must have:

Computer with Windows 98, ME, XP, or Windows 2000
Windows Media Player 7.0 or higher. Note: If you do not have this on your computer, it is available for free at http://windowsmedia.com/download/download.asp Download the player and follow the instructions for installing it.

Please click on the presentation that best fits your Internet connection speed.

Investment Options through Payroll Options and Beyond - Nancy Granovsky

Did you know that you could tax defer up to $12,000 in 2003 through a tax deferred account? You could defer even more if you are over age 50. You could defer even more if you have completed 15 years of service with the A&M System. Okay, not all of us can handle those deductions from a paycheck, but the point is that greater deferred savings opportunities are available through payroll deductions for higher education employees. The Tax Deferred Account is just one option through a payroll deduction. There is also the Texa$aver 457 Plan. This Investment Options class will also present overviews of options outside of payroll deductions; such as, the difference between traditional IRA’s and Roth IRA’s and funds specifically for college savings.

Get a well-rounded view of your options from Professor and Extension Family Economics Specialist, Nancy Granovsky. She is a Certified Financial Planner® certificant and is certified in Family and Consumer Sciences.

NOTE: This presentation was taped at the 2003 TAMU Financial Planning Mini Fair, February 12, 2003

To view this presentation you must have:

Computer with Windows 98, ME, XP, or Windows 2000
Windows Media Player 7.0 or higher. Note: If you do not have this on your computer, it is available for free at http://windowsmedia.com/download/download.asp Download the player and follow the instructions for installing it.

Please click on the presentation that best fits your Internet connection speed.

56K modem connection.

Medium bandwidth (100K) connection.

High bandwidth, T-1 connection.

Retirement Planning - Nancy Granovsky

Retirement Planning - Important, Critical, Urgent? Learn how to draw your own roadmap for Financial Security in Later Life. Its never too early to begin planning for retirement, but how do we do that? Here are a set of tools to help you tailor your own plan to fit your needs.

Handout 1 - Overview (WordPerfect)
OR Handout 1 - Overview (PDF)
Handout 2 - Take the Road to financial security in Later Life Brochure (PDF)
Handout 3 - Take the road to Financial Security in Later Life - Are you Prepared? (PDF)
Handout 4 - Later Life and Financial Security: What's Beyond 60 (PDF)
Handout 5 - Check Your Road Man to Financial Security in Later Life - Checklist (PDF)
Handout 6 - Program Evaluation (PDF)
Slides in handout form (if desired, not required) (PDF)

To view this presentation you must have:

Computer with Windows 98, ME, XP, or Windows 2000
Windows Media Player 7.0 or higher. Note: If you do not have this on your computer, it is available for free at http://windowsmedia.com/download/download.asp Download the player and follow the instructions for installing it.

56K modem connection.

Belt Tightening Hits Home, or How to Budget and Still Enjoy Life - Nancy Granovsky.

During economic downturns, employees are increasingly concerned about personal finances and how they will survive the tight times. This presentation will address some of those issues and will help you prepare you to move from fear to achievement. It will help you learn about a "5-Star Approach to Tightening the Budget" and will review basic budgeting, strategies for belt tightening, and help improve your knowledge about money matters.

Handouts:

To view this presentation you must have:

Computer with Windows 98, ME, XP, or Windows 2000
Windows Media Player 7.0 or higher. Note: If you do not have this on your computer, it is available for free at http://windowsmedia.com/download/download.asp Download the player and follow the instructions for installing it.

PERSONAL FINANCE PRESENTATIONS

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