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you are a portfolio manager or an investment counselor at a bank or investment company. You have recently been assigned a group of clients who

you are a portfolio manager or an investment counselor at a bank or investment company. You have recently been assigned a group of clients who are interested in investing in the stock market and saving for retirement. The members of the group know very little about investing. You will address them at a meeting and are expected to educate them about investing in the market. You will also show them the value of starting an IRA when they are young. At the meeting, you will present a PowerPoint. In the presentation, you are educating the clients and persuading them to open a stock account or open an IRA with you. The PowerPoint should be clear, concise, and professional in appearance.

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