Financial Poise™ Announces “Goal Based Investing- Planning for Key Life Events," a Webinar Premiering July 17, 2018 at 2:00 PM CST through West LegalEdcenter
Chicago, Illinois (PRWEB) July 16, 2018 -- The 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 second episode of the series, Goal Based Investing- Planning for Key Life Events, airs on July 17th at 2:00 PM CST (Register Here) and features Moderator Christopher Cahill of Lowis & Gellen LLP. He is joined by Jonathan Friedland of Sugar Felsenthal Grais & Helsinger, Michael Terrien of West Loop Financial LLC, and Yuen Yung of Casoro Capital to discuss investing with a focus on funding specific life goals.
There is a redundancy in the title for this episode, for one should invest only with one or more goals in mind. This goes along with being the ally of the future version of you – someone you like and hope to admire. This webinar identifies key events and discusses approaches to husbanding our investment dollars.
The INVESTING BASICS 2018 webinar series is produced by Financial Poise.™ Future episodes in the series include "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.
About Financial Poise™
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/
Cristina Nolan, Financial Poise, https://www.financialpoise.com/, +1 312.469.0135, [email protected]
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