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Client Presentation Powerpoint Template

Create your presentation by reusing a template from our community or transition your PowerPoint deck into a visually compelling Prezi presentation.

New Client Template

Transcript: Bob & Mary Smith Personal CFO Have you developed a Financial Plan? 57% 80% Probability of Success Probability of Success In Confidence Zone In Confidence Zone Current Status Optimal Result Needs Currently trying to benchmark their budget Not sure how much they currently spend or would need to keep lifestyle in retirement Wants to be able to live off $6/month since mortgage is paid off Currently spend $1843/month of health insurance as self employed Connie may go back to work Concerned about outliving their money Goals Give the next generation a better chance than he was given Leave a legacy to his son Pay for Callum's college Doesn't see himself retiring but will want to slow down at some point Wants to be on the board of a company working 10-20 hrs/wk making $30-40k/year Lifestyle Needs Lifestyle Needs Determine amount of income needed to support your essential living expenses Determine purpose and cost of one-time large expenditures including education, vacation homes or assistance for family members Establish your financial independence goals and the price to be paid to achieve them Review your annual charitable giving objectives and how they should be funded What are the income and lifestyle needs and wants of your family currently and prospectively? Item 2 Item 3 Item 3 Income Sources Income Sources Understand current and projected income for your family Determine the amount of income that you wish to replace if your were to become disabled Review the cost/benefits of various pension or retirement plan pay-out options Analyze social security income options Have you evaluated all current sources of income and potential changes to these sources? Understand required minimum distributions from retirement plans Objectively consider any expected gifts or inheritances Item 2 Item 3 Item 3 Item 3 Item 3 Benefit Utilization Benefit Utilization Review participation in pre-tax reimbursement and cafeteria plans Determine levels of participation and type of company retirement plans (qualified and non-qualified) Review all available stock purchase and stock option plans Evaluate whether any forms of IRA contributions, rollovers, or supplemental retirement plans on self-employment income are appropriate Are you fully utilizing all benefits available to you? Item 2 Item 3 Item 3 Investment Consulting Do your investments match your risk tolerance and financial goals? Current Investments UK SIPP ($300k) Morgan Stanley IRA ($170k) Texas College Savings 529 Plan ($35k) Investment Philosophy Investment Philosophy Define your attitude toward investment risk Determine whether the optimalized target allocation is consistent with your risk attitudes Determine legal, investment, regulatory restrictions or unique circumstances impacting your portfolio Determine the least risky asset allocation that maximizes the probablility of success of your financial plan Have you developed an investment philosophy? Item 2 Item 3 Item 3 Portfolio Mechanics Portfolio Mechanics Decide accounts to consolidate, transfer, or maintain separately and how to handle for policy & advice Determine the type of investments/strategies to be utilized in each account Determine portfolio tax and expense efficiency Review portfolio performance relative to appropriate benchmarks Have you determined the mechanics for managing your portfolio and the evaluation of what success looks like? Item 2 Item 3 Item 3 Business Succession What's your business worth and why? Business Overview Not Applicable Exit Planning Exit Planning Determine business valuation Develop succession plan Have you developed an exit plan for your business? Item 2 Business Interests Business Interests Consider liability & tax implications of your business structure Establish and/or review buy sell and business continuation agreements Determine potential business impact of owner disability Establish appropriate funding mechanisms for buy-out upon death Have you defined and protected your business interests? Item 2 Item 3 Item 3 Wealth Preservation How are you protecting the wealth you've built? Current Net Worth Net Worth - $905,000 Investment Assets - $505,000 Other Assets (House) - $400,000 Liabilities - $0 Tax Planning Tax Planning Determine appropriate levels of withholding and estimated tax payments Determine whether tax-loss harvesting is possible and appropriate Review gifting opportunities and strategies to transfer assets and reduce current income tax liabilities Determine whether to accelerate or defer income and/or deductions for tax bracket or AMT reasons Are you proactively engaged in tax planning for you and your dependents? Item 2 Item 3 Item 3 Credit Strategy Credit Strategy Determine desired level of emergency fund and credit lines funding Evaluate appropriate credit cards for limits and benefits Develop a strategy for when you wish to be debt-free Have you established your philosophy regarding using savings or credit? Item 2 Item 3 Debt Management Debt Management Review the Risk

Medical PowerPoint Template

Transcript: Medical PowerPoint Template Design Elements Color Schemes for Medical Presentations Font Selection for Readability Color schemes significantly affect audience understanding and retention. In medical presentations, using blue and green hues promotes calmness and trust, while contrasting colors can highlight key information and enhance visibility. Choosing the right font is crucial for comprehension. Sans-serif fonts like Arial or Helvetica are recommended as they are easier to read on screens. Always ensure that text is large enough to be legible from a distance. Incorporating Graphics and Images Layout and Structure Incorporating relevant graphics can enhance understanding and retention of complex ideas. Use high-quality images, charts, or diagrams that directly relate to the content to support the narrative without overcrowding the slide. A well-structured layout guides the audience’s eye and improves information flow. Utilize a grid system to maintain alignment and consistency, making sure to reserve space for visual elements. Balance text with images to avoid clutter. A Blank Canvas for Your Data Presentation Tips Best Practices for Delivery Content Organization in Medical Presentations Engaging Your Audience Practicing your presentation can lead to smoother delivery and reduced anxiety. Utilize appropriate body language, voice modulation, and eye contact to foster a connection with the audience, making your message more impactful. Audience engagement is critical for effective communication. Techniques include asking rhetorical questions, using relatable examples, and incorporating multimedia elements to maintain interest and encourage participation. Title Slides and Headings Introduction to Medical Presentations Title slides set the stage for your presentation and should include the topic, your name, and the date. Headings throughout the presentation guide the audience through the narrative and facilitate smooth transitions between topics, ensuring clarity and focus on key messages. Bullet Points vs. Paragraphs Handling Questions and Feedback Bullet points provide concise and digestible pieces of information, making it easier for the audience to follow along. In contrast, paragraphs may be necessary for complex concepts but should be used sparingly to maintain attention and avoid overwhelming the viewer. Practicing and Timing Your Presentation Using Tables and Charts Tables and charts effectively present quantitative data, making complex information more approachable. They facilitate quick understanding of trends and relationships within data, enhancing the audience’s ability to interpret clinical findings or statistical results. Rehearse your presentation multiple times to refine your delivery and timing. Understanding how long each section takes helps ensure that you cover all material without rushing or exceeding your allotted time. Encourage questions to create a dialogue with your audience. Responding thoughtfully to feedback shows respect for their input and enhances clarity for everyone involved, improving overall comprehension. Citing Sources and References Importance of Visual Aids Citing sources is crucial in maintaining credibility and allowing the audience to explore further. Proper referencing not only attributes the original work but also strengthens arguments presented in the medical content, supporting evidence-based practice. Visual aids play a crucial role in medical presentations by simplifying complex information. They help audiences grasp essential concepts quickly, improving retention and engagement through the use of charts, images, and videos. Overview of PowerPoint Features PowerPoint offers various features to enhance medical presentations, including templates specifically designed for medical content, the ability to incorporate multimedia, and options for animations that can illustrate processes or changes over time. Objectives of the Medical Template The medical PowerPoint template serves to streamline the creation of presentations by providing a standardized format. This ensures consistency in design and aids users in organizing their data effectively for clarity and impact.

GM Client Presentation Template

Transcript: Who is Metz Culinary Management? Our Values... Our people... Proudly Serving We are your partner... Fresh...From Scratch Cooking Customer Service Expectations Local and Sustainable Products

NATHO POWERPOINT TEMPLATE

Transcript: Wrap up quickly * Summarize each point you made * Give quick call-backs so your audience remembers * Make it clear this is the end The results Dive deeper Put a bold statement here This is where your presentation starts. Provide context for your audience and make it easy for them to follow. Provide statistics, go into detail, or more — whatever works best for your presentation. Keep your words short and punchy so your audience stays focused. You can add imagery and frames to keep their attention where you want it. Provide any important context here Put a bold statement here 1 Short headline goes here Keep your words short and punchy so your audience stays focused. You can add imagery and frames to keep their attention where you want it. Provide any important context here. Introduce a topic 2 Name your presentation * Quickly cover the important parts of this topic * Limit your words so your audience stays focused * Use visuals to help you 3 6 You can put a subtitle here Quote or caption here 4 5 Introduce a topic Make a bold statement * Quickly cover the important parts of this topic * Limit your words so your audience stays focused * Use visuals to help you Use this space for details that you haven’t talked about yet. Relate what you’re saying to the nearby image so your audience has a visual, too.

client presentation

Transcript: Advertising Ideas For the Drama Production Idea 3 Design- For this poster I took the Idea from just about every other "How to Succeed " poster but included a silhouette figure to be later replaced with the actual actor straing in the production. Design- The general design idea for this poster is a 1950s theme. It includes some iconic elements of classic 1950s advertising such as the sunburst background and the bright colors. Idea 2 Direction- the direction I wanted to go with this is simplicity because, in art, simplicity usually makes things look pretty good. i also wanted to keep the color scheme simple so i chose black as the neutral color and blue and orange as the complimentary colors. This has been another Prezi by Nate Idea 1 Design- the design for this poster as you can see is very simple. the simplicity of it is, in my opinion, what makes it makes it look very nice. the color scheme of the complimentary colors (blue and orange) also contibute to the nice looks of this advertising poster. Direction- The direction for this advertising poster is for it to have a serious yet classic and iconic look. Direction- When I saw posters for "How to Succeed in Business Without Actualy Trying" I noticed that they all had pretty much the same design. So this design is to pay some sort of tribute to the tradition of using the same poster design. Thank you for your attention!

PowerPoint Portrayal Template

Transcript: huddle Mrs. Rossi huddle to crowd together crowd huddle separate

BLUE FLAME - Client Presentation Template

Transcript: DESIGN DEFINE Creative Specialist DISCOVER DECENT DRIVE DEVELOP DEPLOY Creative Director Other Department COLLABORATIVE WORKFLOW Creative Manager Utiliztion Rates Blue Flame's creative utilization rate is defined as the percentage of time a resource spends directly on active projects. Target Utilization: approximately 80% CREATIVE WORKFORCE CREATIVE WORKFORCE *data reflecting six weeks of reported hours Creative Operations Manager 149% Creative Operations Manager 149% 3D Designer 71% 3D Designer 71% Graphic Designer 59% Graphic Designer 59% Graphic / 3D Designer 48% Graphic / 3D Designer 48% A creative director is a vital role in all creative industries. The responsibilities of a creative director include leading the design and concept for any assigned projects. The creative director is known to guide a team of internal specialists and external resources with skills and experience related to creative industry fields. The creative director may also assume the roles of an art director, copywriter, photographer/videographer, or lead designer. Some example works can include brainstorming, storyboarding, visual layout, and copywriting. Creative Director 0% Creative Director 0% Blue Flame could concider building a pool of freelance Creative Director specialists to be tapped per project opportunity that matches their professional experience. Events Print Digital Social Pool Pool Blue Flame could test new Creative Director resources through pilot projects. Some projects that can be used as a pilot include: Blue Flame Branding & Marketing (print / digital) New Business Opportunites (events) Pilot Pilot INITIAL REQUEST INITIAL REQUEST EVENT INFORMATION EVENT INFORMATION CLIENT INSPIRATION CLIENT INSPIRATION ASSETS ASSETS VENUE INFORMATION VENUE INFORMATION INTERNAL KICK-OFF / BRAINSTORM INTERNAL KICK-OFF / BRAINSTORM QUESTIONS QUESTIONS RESEARCH & INSIGHTS RESEARCH & INSIGHTS STRATEGY STRATEGY TACTICS TACTICS RESOURCES RESOURCES SCHEDULE SCHEDULE BUDGET BUDGET PROPOSAL PROPOSAL ROADMAP ROADMAP LOOK & FEEL LOOK & FEEL CONCEPT CONCEPT INITIAL CONCEPT INITIAL CONCEPT REVISION 1 (R1) REVISION 1 (R1) REVISION 2 REVISION 2 FINAL REVISION FINAL REVISION MAPS / GROUND PLANS MAPS / GROUND PLANS GRAPHICS GRAPHICS DIGITAL DIGITAL COPY COPY INTERNAL REVIEW INTERNAL REVIEW CLIENT REVIEW CLIENT REVIEW PRODUCTION FILES PRODUCTION FILES INITIAL DEV INITIAL DEV DEV CHECK DEV CHECK FINALIZE FINALIZE SHIP SHIP LOAD IN LOAD IN ACTIVATE ACTIVATE RUN OF SHOW RUN OF SHOW PHOTO / VIDEO CAPTURE PHOTO / VIDEO CAPTURE LOAD OUT LOAD OUT INVOICING INVOICING FILE ARCHIVAL FILE ARCHIVAL PROJECT RECAP PROJECT RECAP POSTMORTEM POSTMORTEM

Client Presentation

Transcript: Inspiration: To create an ad- campaign for this musical, I looked back broadway posters and borrowed some ideas. From the first poster (far left), I like the way the lead was shown as a "classic 1950's business man." From the second poster (middle) I like the lettering inside of the chair and how it is creatively incorrporated. The last poster (far right) has an eye-catching and interesting color scheme which could attract people to read the advertisment. My sketches: Color scheme: Ideally, my colors will be bright red, black, white, and maybe a little bit of dark blue. I think these clors will suit the time period and draw people in. I like this poster because it sets a time period,and is simple, but catchy. Borders I like the idea of having a vintage-looking frame around the outside of the poster to tie in the images and text. How to Succeed in Business Without Really Trying

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