"Goals-based investing is an investment strategy where performance is measured by the success of investments in meeting specific personal and lifestyle goals," explains Friedland
CHICAGO, IL (PRWEB) February 12, 2016
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 gives 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 #2 of the series is Goal Based Investing- Planning for Key Life Events (Register Here). Moderator Jonathan Friedland will be joined by Michael Terrien of West Loop Financial, Jordan Fishfeld of Peer Realty and Charles Sikorovsky, the Chair of the North Shore Council of the Financial Planning Association.
This Financial Poise™ webinar discusses the planning of key life events like the purchase of a first house, sending a child to college, taking care of elderly parents, or planning for retirement. Goals-based investing (also known, in its most basic form, as the “envelope system”) is an investment strategy where performance is measured by the success of investments in meeting specific personal and lifestyle goals rather than meeting some specified investment benchmark. Join Financial Poise faculty as they explain, in plain English, the pros and cons of goals based investing and ways it may make sense to incorporate the strategy into financial planning.
ABOUT FINANCIAL POISE™:
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.