PERSONAL FINANCE

Class Presentation

Your class Presentation will have three parts. You have 15 minutes for your total presentation.

The first part of your presentation should briefly identify for the class any important lesson(s) you learned from obtaining your Credit Report (or the credit report of someone else) – 3-5 minutes.

The second part of your Presentation should effectively communicate to the class the three major things that you learned as you explored the finances of your prototype family – 5-10 minutes.

In the third part of your Presentation, you should pose one to three important questions for your prototype family that you would like your Financial Advisor to help you answer – 5-8 minutes.

To help your Financial Advisor, Ann & Saundra prepare, you are required to provide them with: (1) a copy of the complete spreadsheet for your prototype, (2) your 1 to 3 questions about your prototype that you would like help answering, and (3) any presentation materials you will use. You are required to provide items 1-3 listed above to your Commentator, Ann & Saundra at least 24 hours prior to your scheduled Presentation.

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