1. Investment Portfolio For
Lincoln Pennypacker.
Investment advisors: Part one - Alexis Sabado, Part two -
Dixie Weaver, Part Three - Ko Yang, Part four - Thomas
Adkins, and Part five - Mong Xiong.
Scenario one.
USE YOUR GUIDED READING AND CLASS NOTES AS A
RESOURCE!

2. In Bullet Points, Give an
Overview of your Client.
1. Short, single sentence bullets.
2. What are their goals?
3. How long is their investment window?
4. What is their risk tolerance?
5. Scenario one.

3. What Kinds of Investments
Fit Your Client?
1. Home?
2. Savings?
3. Insurance?
4. Mutual funds?
5. 401k – 403b?
6. Annuities?
7. Gold/Silver?

4. 1. Set goals.
2. Time.
3. Diversification.
4. Dollar Cost Averaging.
5. Index Funds.
6. Tax advantaged investments.
Explain Key Investment
Strategies to Your Client.

5. Use Graphics and
Calculators!
1. Charts, graphs, line graph, pie charts, etc.
2. Calculators.
401b &
403b.http://www.bankrate.com/calculators/retirement
/401-k-retirement-calculator.aspx
Annuities: http://www.annuityassist.com/calculators/
Investment Pyramid:
https://content.mercerhrs.com/content/assembler/Te
mplate/individual_investor/html/products/mutualfund
s/mutualfunds.htm

6. Use Positive Graphics!
1. Make the Client feel that you know how to plan
their financial future.
2. Make the client feel like their future will be
bright if they follow your plan.

7. Part One – Alex Sabado
1. Bullets, calculators, and graphics.

8. Part Two – Dixie Weaver.
1. Bullets, calculators, and graphics.

9. Part Three – Ko Yang.
1. Bullets, calculators, and graphics.

10. Conclusion
1. Try to sum up your clients’ goals and your
plan.
2. Be ready to answer your clients (
Teacher/Class) questions with well thought out
responses.