This webinar covers many of the fundamental concepts and terms that every investor should understand.
CHICAGO (PRWEB) June 13, 2018
This Financial Poise INVESTING BASICS 2018 webinar series is intended for the investor who wants to reduce the “unknown unknowns” of investing.
First, a refresher on asset allocation and portfolio theory, i.e., how to array your investments to produce reliable returns over time and temper potential losses. Then two episodes on the “why?” of investing – the goals one pursues, such as financing family events, retirement, and the fate of your assets when you meet your Maker or Makers or fade to black or whatever. Tax and legal and investment professionals have their uses, but you get more from them when you know what questions to ask and what information to insist on receiving. The final two episodes turn topical, taking up special topics, including options and private securities (as well as public securities).
The first episode of the series, Basic Investment Principles 101 - From Asset Allocations to Zero Coupon Bonds, airs on June 19th at 2:00 PM CST (Register Here) and features Moderator Christopher Cahill of Lowis & Gellen LLP. He is joined by Arthur T. Doglione of Alpha Fiduciary, Jonathan Friedland of Sugar Felsenthal Grais & Helsinger and Michael Karmin of Strategic Wealth Partners to explore basic investment principles.
There are certain fundamental concepts and terms that every investor should understand. This webinar covers many of them. Some of the many covered: accredited investor; annuity; asset allocation; bonds (including zero coupon bond); capital gain; compound interest; defined benefit v. defined contribution plan; diversification; inflation; IRA (Traditional v. Roth); Modern Portfolio Theory; mutual fund; net worth; P/E ratio; stock; Prime Rate; rebalancing; registered investment advisor; umbrella insurance; whole life v. term insurance; yield.
The INVESTING BASICS 2018 webinar series is produced by Financial Poise.™ Future episodes in the series include "Goal Based Investing- Planning for Key Life Events," airing on July 17th, "The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency," airing on August 14th, "Advanced Investing Topics: Unicorns and Pre-Unicorn Scalable Private Company Propositions," airing on September 25th and "Options for the Accredited Investor," airing on October 23rd. Each episode airs at 2:00 PM CST. All episodes premiere live through West LegalEdCenter and then are made available on-demand.
As with every Financial Poise Webinar, each episode is delivered in Plain English understandable to investors, business owners, and executives without much background in these areas, yet is also valuable to attorneys, accountants, and other seasoned professionals. And, as with every Financial Poise Webinar, each episode brings you into engaging, sometimes humorous, conversations designed to entertain as it teaches. 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 episodes.
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Financial Poise™ has one mission: to provide reliable plain English business, financial and legal education to investors, private business owners and executives, and their respective trusted advisors. Financial Poise™ content is created by seasoned, respected experts who are invited to join our Faculty only after being recommended by current Faculty Members. Our editorial staff then works to make sure that all content is easily digestible. Financial Poise™ is a meritocracy; nobody can “buy” her way onto the Financial Poise Faculty.™ Start learning today at https://www.financialpoise.com/