This webinar addresses the differences between goals based investing and returns driven investing.
Chicago, IL (PRWEB) June 01, 2017
Earning a decent living is a necessary, but not sufficient, ingredient for financial independence and an affordable retirement. Spending smartly, saving enough, and investing responsibly are also essential. This Financial Poise webinar series assumes that, while you may be an expert in your chosen field and that you earn a decent income, you know little about investing. It will take you through basic investment principles, discuss goals based investing, and cover some of the legal and tax principles that every investor should have a basic understanding of.
The second episode of the Personal Finance & Investing Fundamentals 1.0 - 2017 series, Goal Based Investing: Planning for Key Life Events, (Register Here) is available now on demand and features Moderator Michael Terrien of West Loop Financial. Michael is joined by Tad Gray of Financial Solutions Advisory Group, Jordan Fishfeld of CFX Markets and Matthew Graffagnino of Alpha Fiduciary.
This webinar addresses the differences between goals based investing and returns driven investing. It takes a deeper dive into the tools and processes used in goals based investing, as well as the rationale for focusing on goals based investing rather than return driven investing. In doing so it focuses on the role of risk in making investment decisions and plans.
Each episode is delivered in Plain English understandable to business owners and executives without much background in these areas, yet is proven to be valuable to seasoned professionals. Each episode in the series brings you into engaging, sometimes humorous, conversations designed to entertain as it teaches. And, as with all Financial Poise Webinars, each episode in the series is designed to be viewed independently of the other episodes, so that participants will enhance their knowledge of this area whether they attend one, some, or all of the episodes.
ABOUT FINANCIAL POISE™:
Financial Poise™ (http://www.financialpoise.com) provides unbiased news, continuing education, and intelligence to private business owners, executives, investors, and their trusted advisors. For more information contact Jennifer Storch at jstorch(at)financialpoise(dot)com or 312-469-0135.