I make a lot of presentations to people about financial security. Since the economy has people feeling like they’ve been on a two-year roller coaster ride, I’ve noticed people are paying a little more attention to what I talk about these days.
Recently, I was privileged to make presentations for the Illinois Treasurer’s Smart Women Smart Money program. It’s a great campaign to help empower women to take charge of their finances. Financial security can mean different things to men and women. Read my post from September for more info.
Those of us in the financial services business often use jargon and information that people just don’t understand. I think that’s what keeps many people from taking charge of their own finances. It’s why I focus my presentations on the very basics of investments. And it’s a well-timed message, considering how people have questions about protecting themselves in this economic cycle.
When all was said and done I hope the people I talk to take away this message: You may be tempted, but don’t let short term or current events derail your long term plans. Your dreams are the same now as they were before the recession, right?
I'm lucky to meet all types of people at the conferences I attend.
I can often tell my audience’s interest by the questions people ask. Boy, have they asked a lot of questions! Two of the most often-asked:
- What’s the difference between this type of investment and that one?
- What’s the risk with each investment?
These are important questions for each person to ask, and there’s no “one size fits all” answer. That’s why it’s important to talk to someone who can help you customize a plan based on your situation.
No matter how many times I make these presentations I still get excited. That excitement really comes from the audience as I see their faces intent on learning so they can make good, educated decisions. And, I have to admit, I like the compliments I often get! 
