Things on the to-do list:
- Get the login information for your team.
- Each team member should make sure they can login.
- Come up with a name for your team and have one team member email it to me.
- Choose who will take on these roles in the first week:
- Researcher
- Portfolio Coordinator
- Director
- AVID notes
- Create a slide presentation about two short term and two long term goals for investing.
- Short term
- Emergency fund
- Wedding
- Travel
- Car
- House down payment
- College tuition
- Long Term
- Retirement
- Financial independence
- Generational wealth
- Saving plan for your future children
- Make sure each slide has the goal, an explanation of why it is important, and how long it will take to reach the goal.
- Include some fun images.
What is due soon:
What is coming up:
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