Financial Poise™ Announces “PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0," a Three-Part Webinar Series, Available On-Demand Now through West LegalEdcenter

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Financial Poise™ Webinars and West LegalEdcenter are pleased to announce the on-demand release of a new webinar series “PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0," designed to introduce attorneys and business owners to basic investment principles, vocabulary and legal and tax principles. Moderator Michael Terrien of West Loop Financial joins panelists from firms Alpha Fiduciary and Financial Solutions Advisory Group.

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 first episode of the series, Basic Investment Principles 101: From Asset Allocations to Zero Coupon Bonds, (Register Here), now available on-demand, features moderator Michael Terrien of West Loop Financial. He is joined by Tad Gray of Financial Solutions Advisory Group and Matthew Graffagnino of Alpha Fiduciary.

This webinar covers the vocabulary of basic investing topics. It provides a basic foundational understanding of different types of investments, different types of investment accounts and the tax attributes of each, different investment philosophies and styles and different types of investment advisors and advisory arrangement. To learn more about this subject, read here.

Future episodes include Goal Based Investing: Planning for Key Life Events and The Legal & Tax Aspect of Investing: Estate Planning, Risk Mitigation and Tax Efficiency. Each episode is delivered in Plain English understandable to business owners and executives without much background in these areas. Yet, each episode is proven to be valuable to seasoned professionals. As with all Financial Poise Webinars, 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.

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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