EEA Day 2018 (201)
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PRESENTATION OUTLINE
EEA DAY 2018 (201)
PRESENTED BY KEITH HOLSTEN, FINANCIAL ADVISOR, RJFS/CEO, KHF
Photo by Joanna Kosinska
EEA DAY 2018 (201)
- Back A Teacher Program
- Corporate Social Responsibility
- Financial Literacy 201
Photo by Mayur Gala
BACK A TEACHER
- What is “BAT” all about?
- What is it not about?
- Why was the program started?
- Our selection process/committee.
- Long term vision for BAT.
Photo by Editor B
Untitled Slide
FINANCIAL LITERACY 201
- Power of compounding (Rule of 72.)
- Debt (800 lb. elephant in the room.)
- Financial Planning 201
- Estate Planning.
- Tech Tips & Tools.
- Investor Behavior & Unintended Consequences?
Photo by kenteegardin
