Visual Story
This holistic one hour, on-site, presentation is educational, motivational, and entertaining. A three question format is utilized in presenting modern portfolio theory for effective retirement planning. The structure of the presentation relies on behavioral economics theory for its unique motivational impact. At the end of the presentation, participants are encouraged to complete a two-page worksheet and return with it for a customized plan (see Personalized Plan page) for achieving their target nest egg at retirement.
