THE IMPORTANCE OF SAVING. 30 mins Regions Bank.
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1 THE IMPORTANCE OF SAVING 30 mins
2 REGIONS NEXT STEP This information is provided for educational and general marketing purposes only and should not be construed as a recommendation or suggestion as to the advisability of acquiring, holding or disposing of a particular investment, nor should it be construed as a suggestion or indication that the particular investment or investment course of action described herein is appropriate for any specific retirement investor. In providing this communication, Regions is not undertaking to provide impartial investment advice or to give advice in a fiduciary capacity. This information should not be relied on or interpreted as accounting, financial planning, legal or tax advice. Regions encourages you to consult a professional concerning your specific situation and visit irs.gov for current tax rules.
3 AGENDA TODAY, WE WILL ANSWER THESE BIG QUESTIONS Why is it important to set a goal and save? 2. What can you do to help your money grow? 3. What options are there for saving (types of accounts)? 4. How can you create and implement a savings action plan? 5. What can you do to start saving now (money saving tips)? This information is provided for educational and general marketing purposes only and should not be construed as a recommendation or suggestion as to the advisability of acquiring, holding or disposing of a particular investment, nor should it be construed as a suggestion or indication that the particular investment or investment course of action described herein is appropriate for any specific retirement investor. In providing this communication, Regions is not undertaking to provide impartial investment advice or to give advice in a fiduciary capacity. This information should not be relied on or interpreted as accounting, financial planning, legal or tax advice. Regions encourages you to consult a professional concerning your specific situation and visit irs.gov for current tax rules.
4 WHY SAVE?
5
6 GROW YOUR SAVINGS Regions Regions Bank. Bank.
7 PICKING A SAVINGS ACCOUNT PREVIOUSLY PAID INTEREST MONEY IN YOUR ACCOUNT DAILY MONTHLY ANNUALLY You earn money on Interest is compounded
8 FINANCIAL GROWTH THE RULE OF % 18 years
9
10 NAME THAT SAVINGS PRODUCT MONEY MARKET ACCOUNT CERTIFICATE OF DEPOSIT STATEMENT SAVINGS ACCOUNT
11 INVESTING INVESTMENT IS A LONG-TERM SAVINGS OPTION FOR FUTURE INCOME OR FINANCIAL BENEFITS How do investments earn money? Sell for more than you paid Receive dividends and interest earnings
12 SAVING FOR RETIREMENT START SAVING FOR RETIREMENT AS SOON AS POSSIBLE TRY TO REDUCE OR ELIMINATE DEBT CUT BACK ON UNNECESSARY EXPENSES PAY OFF YOUR CREDIT CARD BALANCES AND OTHER LOANS
13 SAVING FOR RETIREMENT LONG-TERM GOALS In an Individual Retirement Account (IRA) you deposit money into an account yourself A 401(k) plan is a retirement savings plan established by an employer 18
14 WAYS TO SAVE BUT I DON T HAVE EXTRA MONEY TO SAVE... WHAT CAN YOU DO THIS WEEK TO SAVE? 19
15 WAYS TO SAVE BUT I DON T HAVE EXTRA MONEY TO SAVE... WHAT CAN YOU DO THIS WEEK TO SAVE? 21
16 SAVE CHANGE FUEL YOUR SAVINGS SAVE CASH GIFTS SAVE TAX REFUND USE A BANK SAVE BONUS AVOID DEBT KEEP MAKING MONTHLY PAYMENTS 3-6 MONTHS CASH SAVINGS PAY BILLS ON TIME PAY OFF CREDIT CARDS AND LOANS USE DIRECT DEPOSIT REINVEST DIVIDENDS JOIN INVESTMENT CLUB ALWAYS TAKE FREE MONEY
17 CONGRATULATIONS TODAY, YOU WILL LEAVE WITH: A deeper understanding of why it s important to set a goal and to save What you can do to help your money grow Saving options for long term, medium term, and long term goals A savings action plan and money saving tips to start today Thank you.
18 LEARN MORE ABOUT MEETING YOUR FINANCIAL GOALS 1 Make an appointment with a Regions banker: Call the Regions Green Line at REGIONS Go to regions.com and click Make an Appointment Visit any Regions branch 2 Visit the Next Step Financial Learning Center for free, online interactive videos: Regions.com/learn 3 Use our online resources including articles, videos, and calculators: Regions.com/nextstep
2017 Regions Bank. THE IMPORTANCE OF SAVING
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