Investing 101

What new investors need to know

Ariadne Snyder
Agenda
What we'll learn today

01
About the Financial Expert

02
Financial Tips
About the Financial Expert

Hi! I'm Ariadne, a

Junior Consultant
at Sitwell Financial.
I've been in finance for more than 15 years.

I help money-savvy individuals manage

their money and start investing.
Timeline

2002 2005 2010 2015 2021

Public Finance Public Finance Public Finance Freelancer at Junior
Accountant at Accountant at Accountant at Sitwell Consultant at
Harper and Davis Thorne Golden Ore Financial Sitwell
Partners Inc. and Partners Bank Financial

Pre-record your Add audio or record It’s excellent for Engage with your Send surveys and
Canva presentation yourself talking over capturing audiences audience using Live questions your
to present anytime, a presentation. beyond a one-time Q&A audience can
anywhere. event. answer on their
devices.
 Financial Personal finance consultations
Services Offered Apply page animations and transitions to your Canva
presentation to emphasize ideas and make them even
more memorable.

Financial planning for individuals

Find the magic and fun in presenting with Canva
Presentations by pressing C for confetti, D for a
drumroll, and O for bubbles.

Financial wellness workshops

Collaborate in real-time with your teammates. Share
tasks and work simultaneously to create a powerful
presentation.
A doctor cares about
your health; a financial
expert cares about
your wealth.
So why leave your finances to chance?
Client Testimonials
What our happy and money-savvy customers say about us

Carly Ferris Wendy Salinas Larissa Charter

"Testimonials are short quotes from "Testimonials are short quotes from "Testimonials are short quotes from
people who love your brand. It's a people who love your brand. It's a people who love your brand. It's a
great way to convince customers to great way to convince customers to great way to convince customers to
try your services." try your services." try your services."
Investing
Explained
A brief guide to the basics of investing
50

40
Invest Your
30
Idle Cash
Rising inflation can affect
your hard-earned savings.
20

Present with ease and wow any audience with

Canva Presentations. Choose from over a thousand
professionally-made templates to fit any objective
10
or topic. Make it your own by customizing it with
text and photos.

0
Item 1 Item 2 Item 3 Item 4 Item 5
 30% then goes to wants.
Remember the With Canva Presentations, you can collaborate in real-time
and feel like you’re in the same room as your teammates or
50-30-20 Rule co-presenters.

Half of what you earn should

Most importantly, allocate 20% to savings
go to needs
and investments.
With real-time collaboration, share tasks and work
simultaneously to create a powerful presentation.
Know Your
Risk Profile
Are you a conservative, moderate,
or aggressive investor?

Present with ease and wow any audience with

Canva Presentations. Choose from over a
thousand professionally-made templates to fit
any objective or topic.
Diversify Your Investments

Item 5 Item 1 Depending on your risk profile, put your money

20% 20%
in different funds.
Apply page animations and transitions to your Canva presentation
to emphasize ideas and make them even more memorable.

Item 4 Item 2
Consult a financial expert on what could be
20% 20%
in your investment portfolio.
Find the magic and fun in presenting with Canva Presentations by
pressing C for confetti, D for a drumroll, and O for bubbles.
Item 3
20%
Keep On
Investing
Always think long-term.

Look at the trajectory rather than the daily ups

and downs.
With real-time collaboration, share tasks and work
simultaneously to create a powerful presentation.

Investing regularly pays off in the long term.

With Canva Presentations, you can collaborate in real-time
and feel like you’re in the same room as your teammates or
co-presenters.
Tips and Insights
What every investor needs to know

01 03
Invest your idle cash. Know your risk profile.

02 04
Remember the Diversify your
50-30-20 rule. investments.

05
Keep on investing.
Contact Us
Make your money work for you
with Sitwell Financial

Phone Number Email Address

123-456-7890 hello@reallygreatsite.com

Website
www.reallygreatsite.com
Resource
Page

Use these icons and

illustrations in your Canva
Presentation. Happy
designing!
Resource
Page

Use these icons and

illustrations in your Canva
Presentation. Happy
designing!
Resource B for blur C for confetti

Page
D for a drumroll O for bubbles

Q for quiet X to close

Find the magic and fun in

presenting with Canva
Presentations. Press the
following keys while on Any number from 0-9 for a timer
Present mode!