Organizing Your Financial Life PowerPoint
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I need to create a PowerPoint presentation that describes our product and demonstrates how to use it. Our product is an organizational binder that helps clients put all of their important financial and legal documents in one place. I will upload all forms that will be in the binder, as well as our logo and the table of contents. Initially, I think it makes sense to have a slide for every section in the table of contents. There are 18 sections, so I would envision approximately 20 slides.
I would like the first slide to have a deep blue background, with the logo in a shiny gold if possible.
At some point in the presentation slides or throughout, I would like to have the LinkedIn logo, and I would like it to have the following contact information:
Shannon Hibschman
organizingyourfinanciallife@gmail.com
I have uploaded the forms that will be in the binder, and each file has a number at the beginning of the file name so they are in order of how they go into the binder. The table of contents is the second file, and will give you an idea of some discussion points.
I have uploaded a photo of the front of a binder to give an idea for color of the main slide and logo. However, please note that the NEW logo has been uploaded. The binder in the picture does not have the correct logo.
Zielmarkt/( -märkte)
Financial Advisors, Accountants, Attorneys, and clients of them
Industrie/Einheitstyp
Financial Planning
Sehen und fühlen
Jeder Schieber zeichnet eine der Charakteristiken der Marke des Kunden aus sowie den Stil, den euer Logo widerspiegeln sollte.
Elegant
Fett
Spielerisch
Ernst
Traditionel
Modern
Sympatisch
Professionell
Feminin
Männlich
Bunt
Konservativ
Wirtschaftlich
Gehobenes
Anforderungen
Muss haben
- 1. I think we can condense the Table of Contents onto one slide by just listing the heading for each section (i.e. Survivor Instructions, Important Contacts, etc.) but leaving out the detail for each section. It will not be necessary to have page numbers for the items in the table of contents.
- 2. After the table of contents slide, I would like to have a slide for each section heading, and the detail for each heading on that slide. The slides would be:
- - title slide
- - Opening Letter
- - Table of Contents
- - Survivor Instructions
- - Important Contacts
- - Information Access
- - Asset Statements
- - Loan Statements
- - Household Billing Statements
- - Education Planning
- - Insurance Inventory
- - Estate Planning
- - Powers of Attorney
- - Family Legal
- - Business Formations
- - Healthcare
- - Future Income
- - Taxes
- - Personal History
- - Resources
- - Important Documents
- Each of these slides would have the content listed under that heading in the table of contents.
- The last slide should say something like "Thank You!" and have:
- 1. The Organize Your Financial Life logo
- 2. The LinkedIn logo
- 3. Shannon Hibschman
- 4. organizeyourfinanciallife@gmail.com
Schön zu haben
- Colorful visuals or graphics
Sollte nicht haben
- Slides with too much information on them