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REDUCING TAXES 1. Taking advantage of new tax laws 2. Owning stocks instead of mutual funds 3. Planning for family wealth building 4. Investing for retirement |
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CHILDREN'S INVESTMENTS 1. You don't have to be wealthy 2. Can begin before they are born 3. Get your child a Social Security number 4. Help family wealth building 5. Can reduce taxes |
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INVESTING BEFORE AND AFTER RETIREMENT 1. When should I start to invest for retirement? 2. Don't give cash - Invest! 3. What if I've never been able to save? 4. Investing after retirement |
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FAMILY WEALTH BUILDING 1. What is Family Wealth Building? 2. Time is on your side 3. For peace of mind 4. Helps your heirs |
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ETHICAL INVESTING 1. Do it for the great returns! 2. How does it make a difference to me? 3. Does it actually make a difference in the world? 4. What are the pitfalls? 5. Children, money and values |
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ETHICAL BUYING 1. Is it an oxymoron to be an ethical consumer? 2. I haven't got time, but I hate to support bad things 3. Ethics and your children 4. Does it really make a difference? 5. How can I get started? |
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