Seminar for University Women

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Aug 31, 2007 3:51 am

I've been invited to give a talk on investments/retirement to graduate students at a local women's college .



Any good thoughts on topics?



1.) I'm thinking that I'm going to do a seminar covering just basic
vocabulary. E.g (What is a stock,bond,REIT,mutual fund, ETF, 401(k))

2.) How you acess the market. (E.g brokerage account, full service/discount, RIA)

3.) Importance of compounding and IRA matches.



And then open it up for Q&A.

Aug 31, 2007 7:37 am

Looks good.  I might add something about wills and estate planning (i.e. updating bene's on accounts and policies).  Something about LTCi to protect retirement assets could go over really well.  Chances are, their parents are getting near retirement age.  It could be a good way to also get intro's to the parents.


How detailed can you talk about your own practice?

Aug 31, 2007 12:31 pm
deekay:

Looks good.  I might add something about wills
and estate planning (i.e. updating bene's on accounts and
policies).  Something about LTCi to protect retirement
assets could go over really well.  Chances are, their parents
are getting near retirement age.  It could be a good way to also
get intro's to the parents.


How detailed can you talk about your own practice?





DK, I think the problem with that is that these folks are still in
college so ~ 22-26yo and they are in a Humanities program. I'm going to
assume they are smart, but clueless about money. The Audience is going
to be probably 90% women.



I think talking about insurance and how it works is a good topic, but
its probably too heavy/morbid for such an cold audience. "Kids, don't forget to make sure you're listed on your parents life insurance. Last thing you ever want to be is a poor orphan."



Another idea for good topic is to talk about asset liability
management, and how you keep short/medium/long term assets on hand to
fund short/medium/long term goals and liabilities. This seminar topic
tends to be a good launchpad for talking about insurance.



I got this invitation since I helped one of these students with her
families trust accounts etc. So I'm going to assume that similar
situations are in play here. E.g there is some large outside source of
funding paying for the education.  (Tuition is going to run about
$30,000/y)



In terms of promoting my practice, I think I'll just have a few custom memo pads, otherwise keeping it very low key.



It's been my experience that the less you talk about yourself the
better. People who are interested are going to talk with you after the
Q&A regardless of what you say in the presentation.

Aug 31, 2007 7:28 pm

Given that they're recent graduates, their heads are probably full of liberal mush. A general overview of investing might put them to sleep. With that in mind, why not speak about (SRI) Socially Responsible Investing


With little or no exposure to the real world, any "capitalist" speech might raise their ire.


Your speech might be titled, "Save The World, Make Some Money". You might even pick-up some decent faculty money, as a result.


Good luck!

Aug 31, 2007 10:22 pm
doberman:

Given that they're recent graduates, their heads
are probably full of liberal mush. A general overview of investing
might put them to sleep. With that in mind, why not speak about (SRI) Socially Responsible Investing


With little or no exposure to the real world, any "capitalist" speech might raise their ire.


Your speech might be titled, "Save The World, Make Some Money". You might even pick-up some decent faculty money, as a result.


Good luck!





Thanks for bringing that up, this crowd is very likely a bunch of
liberal softheads. I've downloaded a bunch of Calvert seminars, and my
business parter comes out of the SRI tradition.



I'm going to see if there is a good way to work that in.

Sep 14, 2007 4:50 pm

Excellent spin, Doberman.  Have you ever thought of being an adman?

Sep 14, 2007 7:22 pm
Big Taco:

Excellent spin, Doberman.  Have you ever thought of being an adman?


Hey, I am!! I'm a broker.