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YIS Module 1 - Lesson 3

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Young Investors Society

on 26 August 2017

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Transcript of YIS Module 1 - Lesson 3

OVERVIEW
In this lesson you will learn how to apply the S.M.A.R.T. strategy of goal setting to your financial goals. You will discuss your goals for retirement and wealth creation and learn how S.M.A.R.T. goals can help you achieve your short and long term financial goals.
OBJECTIVES
At the conclusion of this lesson, you should:
Gain an understanding of long term retirement goals.
MODULE
1
FIVE STEPS TO FINANCIAL FREEDOM
|
Lesson 3
DEVELOPING A FINANCIAL PLAN
Curriculum, videos and lesson plans.
YIS Website
www.younginvestorssociety.org
YIS Glossary of Terms
www.younginvestorssociety.org/resources
For stock charts and basic company information.
YAHOO
FINANCE
finance.yahoo.com
The Early Investor (YIS Edition): How Teens & Young Adults Can Become Wealthy
MICHAEL
ZISA
http://goo.gl/HdYyQQ
Online portal of stock research reports.
SEEKING
ALPHA
www.seekingalpha.com
Great daily content and stock picks.
MOTLEY
FOOL
www.fool.com
ADDITIONAL
RESOURCES
CLICK
on the blue rectangles to get the website and description of the resource
HIT
after watching a resource to return
here

to continue with the Prezi
LET'S

BEGIN
Create a list of S.M.A.R.T. goals.
do you think you need to make to be considered wealthy?
How much
MONEY
BUILD
Make a List: What Are the Reasons
Why You Want to
WEALTH
At what age they would like to
RETIRE?
do you think you need to retire?
Between

$250,000

and

$500,000
Between
$500,000

and

$750,000
Between
$750,000

and

$1,000,000
Between
$1,000,000

and

$2,000,000
Over
$2,000,000
HOW MUCH
Between

$250,000

and

$500,000
Between
$500,000

and

$750,000
Between
$750,000

and

$1,000,000
Between
$1,000,000

and

$2,000,000
Share
what some of your goals are
SHORT
LONG
term
term
DISCUSS
How realistic are your goals?
How you went about setting your goals?
How will you know when you have attained them?
M.
A.
R.
S.
T.
S
pecific
M
easurable

A
ttainable

R
elevant

T
imely

Clearly defined and described in detail
Track your progress toward a definite endpoint
Realistic and reachable
To your specific needs and values
Subject to a clear deadline
HANDOUT
3
S.M.A.R.T.
for Establishing Goals
List
your goals.
Divide up
your goals according to how long it will take to meet each goal.
Estimate
the cost of each goal.
Calculate
how much you need to set aside each period.
Create
a schedule for meeting your goals.
STEPS
Prioritize
your goals.
For basic stock concepts.
WALLSTREETSURVIVOR
www.wallstreetsurvivor.com
LET'S

PLAY
https://play.kahoot.it/#/k/d03f8637-e901-4991-a225-36aea626aab5
Full transcript