Financial Education
Financial education has been an integral part of our practice from the start. In 2009, we began speaking at universities to help lay the groundwork for young people as they begin and move through their careers.
Over the years we’ve expanded our offerings with the goal of further spreading financial education. This page includes both the slides and videos for some of our more popular presentations over the years. If you would like our team to provide this type of education to your organization, please reach out to us at PYBRteam@lpl.com.
Responsible Investing: Aligning your financial goals with your values
The world is changing faster than ever, with environment and social pressures growing more acute. Climate change, shifting demographics and the technology revolution are reshaping our planet. For investors, this rapidly changing landscape creates opportunities to potentially reduce risk and improve returns all while staying consistent with their values.
So what is Responsible Investing? It's an approach to investing that aims to incorporate environmental, social and governance (ESG) factors into investment decisions, to better manage risk and generate sustainable, long-term returns.
An Environmental, Social and Governance (ESG) fund’s policy could cause it to perform differently compared to funds that do not have such a policy.
Responsible Investing Presentation
Financial Planning 101
Get a better understanding of a number of financial planning topics.
Financial Planning 101 Presentation
Child Protection Planning
Becoming a parent is a joyous and life altering event. It can also have a serious impact on your finances. How can you best protect your children? How can you best plan for their future?
Child Protection Planning Presentation
Basics of Investing
Whether you are investing on your own, through a Roth IRA or your company’s 401(k), the basic philosophy of investing is the same: there is a trade off between risk and return. This discussion will cover the basic building blocks of stocks and bonds as well as discuss the pros and cons of more complicated vehicles including mutual funds, ETFs, annuities, employee stock options and real estate.
Basics of Investing Presentation
Investment Accounts
The US government has encouraged long term savings by offering many different tax breaks for saving. Mark sifts through the various types of accounts offered through employers and to individuals while discussing which accounts may be suitable for different stages of life.
Investment Accounts Presentation
Insurance Concepts
Insurance is a useful tool in the Financial Planning Toolbox, but education is key to make the personal decision of what risk to take and what risk to pay to pass off to an insurance company. Mark will discuss the basics of Auto, Home, Renters, Life, Disability, Long Term Care and Health Insurance in this information packed session.
Insurance Concepts Presentation
Putting Cash to Work
Large cash balances can be comforting but may not be consistent with the best long term plan. "Putting Cash to Work" will discuss various the various places where money can be invested including CDs, Bonds, 401(k), Roth IRA, Brokerage and beyond.
Putting Cash to Work Presentation
Intro to Long Term Care
This seminar provides an overview of long-term care (LTC), including types of LTC plans, costs, and ways to pay for care, as well as information on managing LTC needs, claims payments and the hybrid life insurance option.
Let's Begin the Conversation!
Every journey begins with a single step.
When you are ready to begin your financial future, chart your path to retirement, or perhaps just make a course correction, we are here and ready to help.
If you have questions or just want to talk, please fill out this form, and we’ll be in touch to assist you in any way you need.