Financial Poise™ Premieres "Options for the Accredited Investor,” Ep. 5 of the Investing Basics 2016 Webinar Series, Airing May 26, 11am CST Through West LegalEdcenter

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Financial Poise™ Webinars and West LegalEdcenter are pleased to announce the May 26th premiere of a new webinar “Options for the Accredited Investor,” designed to introduce attorneys and business owners to alternative asset classes. Moderator Jonathan Friedland of Sugar, Felsenthal, Grais & Hammer joins panelists from Peer Realty, Sheppard Mullin, Alpha Fiduciary and IRAeXchange and IRA Services to discuss how and why to consider investing in alternative assets.

If you are an accredited investor, should you invest in alternative assets?

When it comes to savings, how much is enough? That depends, in part, on individual goals and the returns gained on savings. Many investors who thought they were well situated for retirement were devastated by the 2008 meltdown. Many others in recent years have lost their entire nest egg to fraudulent schemes. This Financial Poise™ Webinar series will give you a solid introduction to the fundamentals of investing.

As with all Financial Poise™ Webinars, each episode in the series is designed to be viewed independently of the other episodes, and listeners will enhance their knowledge of this area whether they attend one, some, or all of the programs.

Episode #5 of the INVESTING BASICS 2016 series is "Options for the Accredited Investor" airing on May 26, 2016 at 11am CST (Register Here). Moderator Jonathan Friedland of Sugar, Felsenthal Grais & Hammer will be joined by Jordan Fishfeld of Peer Realty, Thomas Devaney of Sheppard Mullin, Jim Jones of IRAeXchange and IRA Services, and Curtis Anderson of Alpha Fiduciary.

Hedge funds, private equity funds, private placements, and venture capital funds: these are examples of “alternative assets,” which can only be invested in by “accredited investors.” Accredited investors generally earn more than $200,000 ($300,000 if you are married and file a joint tax return) or are worth at least $1 million (not including the equity in a primary residence). Should all accredited investors invest in alternative assets? If the decision is made that alternative assets are appropriate, how does an investor get started? This webinar helps to answer these questions.

Financial Poise provides unbiased news, continuing education, and intelligence to private business owners, executives, investors, and their trusted advisors. For more information contact Emily Goldin at egoldin(at)financialpoise(dot)com or 312-469-0135.

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Emily Goldin
since: 01/2013
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Financial Poise
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