CFP Board
November 29= , 2006
Why We Suff= er With Money -
Hope for th= e Weary!
Presentatio= n Outline
= a. = Plagues us all.
= b. The “Savings and Me” Worksheet
= c. = The 3 “Money Termites”
= d. Money and Happiness
= e. = Money Can…
= f. = Money Can’t…
= g. = The Door – Will you go through?
= a. = Wally’s Electrical Diagram
= b. “Staying” vs. “Leaving”
= c. = Financial Fixes
= d. What We Really Want
= e. = The Gap
= f. = All Those Voices
= III. = Giving Money our Attention
= a. = Tool # 1 - Retirement Planning
<= span style=3D'mso-list:Ignore'>&nbs= p; &= nbsp; &nbs= p; &= nbsp; &nbs= p; i. &nb= sp; 3 Retirement Planning Options
<= span style=3D'mso-list:Ignore'>&nbs= p; &= nbsp; &nbs= p; &= nbsp; &nbs= p; ii. &n= bsp; 3 Questions to Answer
<= span style=3D'mso-list:Ignore'>&nbs= p; &= nbsp; &nbs= p; &= nbsp; &nbs= p; iii. &= nbsp; Retirement Redefined
= b. Tool # 2 –Investments
<= span style=3D'mso-list:Ignore'>&nbs= p; &= nbsp; &nbs= p; &= nbsp; &nbs= p; i. &nb= sp; The Investment Allocation Worksheet
<= span style=3D'mso-list:Ignore'>&nbs= p; &= nbsp; &nbs= p; &= nbsp; &nbs= p; ii. &n= bsp; The Role of Monte Carlo
<= span style=3D'mso-list:Ignore'>&nbs= p; &= nbsp; &nbs= p; &= nbsp; &nbs= p; iii. &= nbsp; Guidelines for Choosing a Portfolio
= a. = You are Made to Change
= b. “The Journey”