A full letter size handout with a total of 8 pages (front and back) details for each page included below. We work primarily with Dentist, so we want the handout to include graphics and relevant pictures for the audience and our services. I provided all of the informational content. I will be looking to you to creatively put it together.
Cover Page - Please use mainly pictures for the cover-page (Dental themed). Incorporate our website and logo on the cover-page as well as the title "PracticeCFO Investments". Note PracticeCFO is one word and only the last three letters are caps. The following text should also be on the cover page: "PracticeCFO enables doctors to THRIVE financially." & "Let us accelerate your financial independence". You can get creative with how you design it.
Inside left page (back of the cover) - Our logo, name and address from our website along with the "Contact Us" email/phone from the website. Additionally we want content on this page from the "About PracticeCFO Investments" attachment included below. You may want to consider using a divider to separate the information. Include a small table of contents.
Inside right page - This page will include the Investment Committee Pics and Bios (attached).
Next page (back of the page above) - This should be titled "Our Investment Philosophy" (refer to the word doc attached).
Next Page - This page will include the information from the attachment labelled "risks and solutions" (along with great visuals). Feel free to organize the information the way you think is best.
Next page - This page will be titled "Retirement Solutions" and include content from the attachment labelled "Retirement Solutions".
Next page - include the information from the ESG attachment. Also, please include neat pictures of solar, windmills for clean energy, words like "Make a Difference" etc.
Back of handout - Include information from the attachment labelled "Model Portfolio Summary".