5 Smart Investing Principles

We recommend editing your presentation with Microsoft PowerPoint. Don’t have PowerPoint? You can get it here.

Let's Get Started

Step One

Before you begin editing your presentation, please review the contents of the downloaded folder. Some presentations may have a coordinating invitation included in this folder, complete with instructions for customizing the invite.

Step Two

Next, open your downloaded presentation. Take a quick scan through the slides to familiarize yourself before you begin adding your information.

Step Three

Navigate to slide 1 of the presentation. This is where you can add your logo.

Step Four

Next, navigate to slide 2. This is where you will insert all necessary disclosures or regulatory requirements you may have, your name, and your company name.

Step Five

Now, navigate to the final slide. This includes another place where you can add your logo.

Step Six

Finally, once everything looks good, click on "File" in the upper left corner of Microsoft PowerPoint, and then "Save As" to save your fully customized file.

That’s it! Your presentation is ready for showtime.