Deliverable 3 Saving and investing presentation

Objective This deliverable will analyze your ability to demonstrate the best use of savings and investment processes. Instructions In your role as a financial advisor at Eagle Consulting, you will be meeting a potential customer, Keith Jones. Mr. Jones customer is 35 years old, married with two children, and would like your help in planning a long term investment strategy with the $100,000 he has to invest. In advance of your meeting, you decide to create a PowerPoint presentation that will educate Mr. Jones on how stocks and bonds are valued, as well as provide a guide to stock and bond investing. To do so: Develop a presentation with the following slides and accompanying lecture notes: Download and read the Eagle Consulting Info Sheet Develop a 10 screen PowerPoint presentation with accompanying lecture notes that covers the following topics:
Bond valuation techniques
Stock valuation techniques
Comparison of stock and bond investing Bond valuation techniques Stock valuation techniques Comparison of stock and bond investing Provide explanation of each identified benefit. Provide explanation of each identified risk. Provide explanation of each identified benefit. Provide explanation of each identified risk. Explain the reasoning behind this recommendation. Explain the bond valuation technique. Explain how changing the variables in the example may change the value of the bond. Discuss the importance for investors of understanding stock valuation techniques. Explain the stock valuation technique. Explain how changing the variables in the example may change the value of the stock. Explain why these concepts are critical to an investor Discuss the importance for investors of understanding bond valuation techniques. Download and read the Eagle Consulting Info Sheet
Develop a 10 screen PowerPoint presentation with accompanying lecture notes that covers the following topics:
Bond valuation techniques
Stock valuation techniques
Comparison of stock and bond investing Bond valuation techniques
Stock valuation techniques
Comparison of stock and bond investing