SlideShare una empresa de Scribd logo
1 de 38
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
Insert the cover image for this webinar on this slide entirely
1
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
Practical and entertaining education for
attorneys, accountants, business owners
and executives, and investors.
2
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
DISCLAIMER
The material in this webinar is for informational purposes only. It
should not be considered legal, financial or other professional advice.
You should consult with an attorney or other appropriate professional
to determine what may be best for your individual needs. While
Financial Poise™ takes reasonable steps to ensure the information it
publishes is accurate, Financial Poise™ makes no guaranty in this
regard.
3
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
MEET THE FACULTY
Moderator:
Arthur Doglione – Alpha Fiduciary
Panelists:
James Jones – IraeXchange.net
Jonathan Friedland – Sugar Felsenthal Grais & Helsinger
Ron Diamond – Diamond Wealth Strategies
4
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
ABOUT THIS WEBINAR:
Goal Based Investing – Planning for Key
Life Events
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.
5
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
ABOUT THIS SERIES:
Personal Finance & Investing Fundamentals 1.0
This webinar series is intended for the investor who wants to reduce “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).
6
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
EPISODES IN THIS SERIES
1/24/19 Episode #1:
Basic Investment Principles 101 - From Asset Allocations to Zero
Coupon Bonds
2/21/19 Episode #2:
Goal Based Investing- Planning for Key Life Events
3/21/19 Episode #3:
The Legal & Tax Aspect of Investing: Asset Protection; Estate
Planning, and Tax Efficiency
7
Dates shown are premiere dates.
All webinars will be available
On Demand approximately 4 weeks
after they premiere.
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
EPISODE #2:
GOAL BASED INVESTING –
PLANNING FOR KEY LIFE EVENTS
8
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
THE RISE OF AUTOMATIC ENROLLMENT
Plan Sponsor Counsel of America annual survey, posted in Ben Steveran,
“Thank Richard Thaler for Your Retirement Savings,” Bloomberg.com (visited July 9, 2018)
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
SAVE MORE TOMORROW
2017 analysis of plan data by David Blanchett, of Morningstar Investment Management, posted in Ben Steveran, “Thank Richard Thaler for
Your Reirement Savings,” Bloomberg.com (visited July 9, 2018)
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
INVESTING VS. GOALS-BASED INVESTING
⚫ Is money a tool to improve life?
⚫ Or is life a tool to make money?
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
INVESTING VS. GOALS-BASED INVESTING (cont'd)
Those questions are important because:
⚫ There is a balance to be struck somewhere between work and life;
⚫ As wealth grows, the marginal utility of additional wealth tends to fall for most
of us;
⚫ Future market returns are not knowable and not within your control;
⚫ Higher returns typically come at greater risk
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
ORDINARY INVESTOR QUESTIONS
⚫ How can I maximize returns?
⚫ How did this portfolio perform last quarter/year/decade?
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
GOAL-BASED INVESTOR QUESTIONS
⚫ What’s important to me?
⚫ What will it cost and when?
⚫ How do I maximize the likelihood that I’ll have the money I need
for the things I care about?
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
S.M.A.R.T. GOALS
⚫ Specific
⚫ Measurable
⚫ Attainable
⚫ Realistic
⚫ Timed
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
MEETING LIFE GOALS – NOT RETURN NUMBERS
Higher “potential” or “expected” returns are great, but:
⚫ “Expected” returns are not the returns you will “probably” get
⚫ They are merely the median point in a random distribution of
possible return scenarios
⚫ Actual returns could be much better or much worse
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
THE IMPORTANCE OF RISK
⚫ Future returns are highly uncertain in investing
⚫ Keeping the capital you start with is uncertain when investing
⚫ Higher “expected” returns tend to require taking more risk
⚫ The cost of higher “expected” returns often exceeds the risk of not
meeting goals at all
⚫ “Goals-Based” investing elevates certainty in meeting goals over
higher returns
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
HOW DOES IT WORK?
First and foremost, think carefully in
identifying goals.
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
PERSONAL GOALS: FOR THE INVESTOR
⚫ Retirement income (How much? When?)
⚫ Buying a home/paying off a mortgage
⚫ Debt freedom
⚫ Vacation home
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
GOALS: FOR CHILDREN
⚫ Summer camp
⚫ Education (High School? College? Where? [better also ask
“why?”])
⚫ Permanent care for special needs children
⚫ Weddings/confirmations/Bar Mitzvahs/special events
⚫ Bequests
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
GOALS: OTHER LIFE EVENTS
Other life events commonly seen as financial goals include:
⚫ New cars (again, better ask “why?” especially if it is a Maserati)
⚫ Upgrades/remodels to home
⚫ Special trips
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
WHAT RESOURCES?
⚫ Current savings and investments
⚫ Over what number of years? A time to sow, a time to reap.
⚫ Cash flow/ability to save
⚫ What insurance is in place?
⚫ Debt: A problem? How to address it?
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
ON INSURANCE
⚫ What is in place?
⚫ Life
⚫ Disability
⚫ Long Term Care
⚫ Property and Casualty
⚫ How long? How much? Terms?
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
ON INVESTMENTS
⚫ Target portfolio allocation
⚫ Test portfolio allocations with savings plan
⚫ Monte Carlo Simulations/Capital Market
Assumptions/Volatility Assumptions
⚫ Consider costs
⚫ Focus on likelihood of goal attainment
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
IMPLEMENTATION (THERE IS NO “TRY”)
⚫ Apply for insurance
⚫ Open accounts
⚫ Allocate investments
⚫ Implement automatic savings plan
⚫ Review and rebalance periodically
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
MONITORING AND ADJUSTMENT
⚫ Periodically review performance
⚫ Re-evaluate goals. Have they changed?
⚫ Re-consider cash flow? Can you do more?
⚫ Re-run plan
⚫ Make adjustments
⚫ Savings rate
⚫ Anticipated timeframe
⚫ Portfolio allocation
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
ABOUT THE FACULTY
2
7
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
ARTHUR DOGLIONE – arthur@alphafiduciary.com
Arthur is an industry veteran with more than 20 years’ experience working with high-net-worth clients. He has an extensive
background in wealth management with particular expertise in portfolio management. Before establishing Alpha Fiduciary,
Art was a Senior Vice President with Merrill Lynch where, prior to leaving in November 2006, had built his practice to be the
largest of Merrill Lynch’s Arizona territory.
Art founded Alpha Fiduciary in 2006, and has completed two acquisitions. The firm currently serves clients across many
states as a fee-only Registered Investment Advisor (RIA).
As president, Art has assembled a team of experienced, credentialed professionals at Alpha Fiduciary to execute on its
mission of helping clients achieve their optimum financial life. The firm’s approach combines prudent financial planning
with an investment style focused primarily on low-cost “passive” investment solutions. The Investment Committee also seeks
to enhance returns or diversification of its passive portfolio by adding a smaller number of carefully selected actively
managed funds. Alpha Fiduciary has a fiduciary responsibility to its clients, and this means you can be sure we only serve one
master: our clients.
2
8
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
ARTHUR DOGLIONE – arthur@alphafiduciary.com
In addition, Art has taught a six-week wealth management course at UCLA Extension several times. This coursework was
designed to educate investors by providing a framework whereby business principles are applied to the investment process,
which in turn provides a greater understanding of the key areas of risk and performance that can shape investment returns.
This education is founded in Art’s fiduciary focus and desire to improve the quality of the individual investors investment
decisions.
2
9
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
JAMES JONES – jamesalfredjones@verizon.net
James A. Jones is the CEO and Founder of the Self-Directed IRA Investment Institute and Vice President of Business
Development for Kingdom Trust Co. Invited to the White House Crowd funding Champions of Change, he is a nationally
recognized Self-Directed IRA speaker, author and educator and Certified IRA Services Professional. Mr. Jones is regularly
featured in the Wall Street Journal’s Market Watch, AccreditedInvestorMarkets.com and InvestorBeat.com, as well as a
regular speaker at Crowd funding Industry Association events and NowStreet Wire Crowd funding Event Series presenting to
industry record attending webinars with Morningstar and Key Partners on truly diversifying retirement plans though
alternative assets in IRA’s and Solo 401K’s.
James A. Jones works directly with IRA holders, as well as Crowd funding portals, Broker Dealers, Hedge Fund Managers,
Tax Attorneys, CPA’s, Registered Investment Advisers, Family Offices and Real Estate firms and associations. He is the
industry’s most published author offering the series “Retire Richer” core set with “Self-Directing Your Retirement”, “Self-
Directed IRA Workbook”, the Industry’s first practical step-by-step guide in the process of investing in self-directed IRA’s,
and “Self-Directed IRA – Prohibited Transactions”. Having spent over 20 years in financial services working for firms such
as Merrill Lynch and Wells Fargo, Mr. Jones has Series 65, 7, 63, insurance and mortgage licenses as well as a graduate
degree in Finance from Harvard University.
3
0
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
JAMES JONES – jamesalfredjones@verizon.net
James serves on the Board of the Crowd funding Intermediary Regulatory Advocates (CFIRA) and is the Co-
Chair of the Investor Committee, is a Founding Member of the Crowd funding Professional Association and the
Crowd funding Association of America.
3
1
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
JONATHAN FRIEDLAND – jfriedland@financialpoise.com
Jonathan Friedland is a partner with Sugar Felsenthal Grais & Helsinger. Jonathan P. Friedland is well
recognized as a lawyer’s lawyer. Clients turn to Jonathan with their most challenging restructuring and
business matters. In addition to counseling privately owned businesses in their acquisition and divestiture
transactions, Jonathan is highly regarded for serving as outside general counsel to closely-held companies and
their principals. In addition, he frequently serves as co-counsel to other law firms whose clients are facing
financial distress. Jonathan’s practice is national, regional and local in scope. He is licensed to practice law in
Arizona, Illinois, New Jersey and New York.
Jonathan’s practice includes representing private equity funds and other investors in mergers and acquisitions
activities. Additionally he advises clients about fiduciary duties and helps structure relationships between
shareholders, LLC members and joint venturers. He counsels on succession planning, , employee matters and
a host of other corporate matters. During the course of his representation, Jonathan is frequently engaged in
negotiating loans and equipment leases and general contract issues.
3
2
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
JONATHAN FRIEDLAND – jfriedland@financialpoise.com
In his extensive restructuring and insolvency work, Jonathan as guided scores of companies through challenging financial
situations, including Chapter 11, assignments for the benefit of creditors and out-of-court workouts. For over two decades, he
has also represented buyers of distressed assets and creditors and creditor committees against distressed business.
Jonathan is a highly regarded author, editor and speaker. He has authored more than 100 published articles in professional
journals. He also has been profiled, interviewed and/or quoted in such publications as Buyouts Magazine, The M&A Journal,
Inside Counsel, LAW360,Business Week.com, The Bankruptcy Strategist, Dow Jones Daily Bankruptcy Review; Dow Jones
LBO Wire, and The Daily Deal.
Jonathan is lead author of Strategic Alternatives for Distressed Businesses, and Commercial Bankruptcy Litigation treatises,
published by West, and the general editor of A Comparison Shopping Guide for 363 Sales, published by the American
Bankruptcy Institute.
Jonathan is also the founder and chairman of DailyDAC, LLC, d/b/a Financial Poise™, an on-line provider of continuing
education, information, and business intelligence for business owners, investors, and their trusted advisors. He is also on
the editorial board of “The Corporate Counselor.”
3
3
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
RON DIAMOND – ron@diamondwealthstrategies.com
Diamond Wealth Strategies is the most comprehensive, holistic full service boutique advisory firmcatering exclusively to
the many unique needs of 100 Single Family Offices ranging in size from $250 million to $20 billion.
Diamond has a direct investment division that serves as an outsourced alternative assets platform (private equity, venture
capital, real estate) for Family Offices that do not have a dedicated alternative assets team. This enables Family Offices to
make direct investments in alternative assets without the high cost and inflexibility of traditional fund investing. Diamond
has a Wealth Transfer division which reviews estate and gift tax planning objectives in consideration of the Family’s goals
and objectives. In doing so, Diamond identifies strategies that may minimize transfer taxes such as gift, estate, and
generation skipping taxes while meeting the Family’s planning objectives. The planning is typically in response to specific
planning needs which may include transactional planning and structuring, sophisticated inter-generational wealth transfer
considerations, wealth preservation, asset protection and distribution strategies and family gifting strategies.
3
4
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
RON DIAMOND – ron@diamondwealthstrategies.com
Diamond has an investment banking division which provides financial advisory services to middle market companies
throughout the world, including institutional private placements of debt and equity, merger and acquisitions advisory,
financial restructuring & corporate turnarounds, valuations and strategic consulting services all geared around the
unique goals and objectives of Family Offices. Lastly, Diamond has a Philanthropy division The philanthropy division
focuses on governance design that reflect founder and family intent, methods for identifying and engaging trustees,
coaching and leadership training, next gen training and connection to family values, tools and learning agendas for
strategic giving, legacy, capital, and global giving, giving during times of natural disasters and active conflict, and
portfolio evaluation and results driven learning and planning.
Mr. Diamond graduated Magna Cum Laude from Northwestern University with a degree in Economics.Following
graduation, Mr. Diamond worked at Drexel Burnham Lambert working in high yield, investment banking, and money
management. Following Drexel Burnham, Diamond became a Managing Director at Bear Stearns managing over $ 1
billion for high net worth individuals.
3
5
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
RON DIAMOND – ron@diamondwealthstrategies.com
After Bear Stearns, Diamond launched a $250 million hedge fund utilizing his proprietary trading strategy. He
successfully ran the hedge fund for 10 years, beating the S & P index each year, and ultimately sold it to an institutional
investment firm.
Mr. Diamond is a frequent speaker at Family Office/ alternative investment conferences, has published numerous
articles about various aspects of Family Offices and alternative investments, and is in the process of completing a book on
Family Offices.
He also sits on several Boards in both the private sector as well as the not for profit sector.
3
6
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
QUESTIONS OR COMMENTS?
If you have any questions about this webinar that you did not get to ask during
the live premiere, or if you are watching this webinar On Demand, please do
not hesitate to email us at info@financialpoise.com with any questions or
comments you may have. Please include the name of the webinar in your email
and we will do our best to provide a timely response.
IMPORTANT NOTE: The material in this presentation is for general educational purposes only. It has been prepared primarily
for attorneys and accountants for use in the pursuit of their continuing legal education and continuing professional education.
3
7
Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™
Receive our free weekly newsletter at www.financialpoise.com/subscribe
ABOUT FINANCIAL POISE
DailyDAC LLC, d/b/a Financial Poise™ provides
continuing education to attorneys, accountants,
business owners and executives, and investors. Its
websites, webinars, and books provide Plain
English, entertaining, explanations about legal,
financial, and other subjects of interest to these
audiences.
Visit us at www.financialpoise.com.
3
8
Our free weekly newsletter, Financial Poise
Weekly, updates you on new articles published
on our Website and Upcoming Webinars you
may be interested in.
To join our email list, send an email to
info@financialpoise.com with “Subscribe to
email list” in the subject line. Or add yourself by
going to:
https://www.financialpoise.com/newsletter/
Email addresses are never sold to or shared
with third parties.

Más contenido relacionado

La actualidad más candente

Power to Produce the Unstoppable You
Power to Produce the Unstoppable You Power to Produce the Unstoppable You
Power to Produce the Unstoppable You G Wheeler,Jr.
 
Hamid - Investor's Group
Hamid - Investor's GroupHamid - Investor's Group
Hamid - Investor's GroupSep Baz
 
Private Lending Presentation
Private Lending PresentationPrivate Lending Presentation
Private Lending Presentationinvisibleman
 
WFG - Building Better Financial Futures
WFG - Building Better Financial FuturesWFG - Building Better Financial Futures
WFG - Building Better Financial Futurespetervinhong
 
Seven Rules For Financial Success
Seven Rules For Financial SuccessSeven Rules For Financial Success
Seven Rules For Financial SuccessFloyd Saunders
 
Personal Finance Tips for Real Estate Professionals
Personal Finance Tips for Real Estate ProfessionalsPersonal Finance Tips for Real Estate Professionals
Personal Finance Tips for Real Estate ProfessionalsZach Martin
 
Cedar Point Financial Services LLC
Cedar Point Financial Services LLCCedar Point Financial Services LLC
Cedar Point Financial Services LLCtoddrobison
 
Triple Threat to Biz Owners
Triple Threat to Biz OwnersTriple Threat to Biz Owners
Triple Threat to Biz Ownersstewartsinsure
 
June 2018 Newsletter
June 2018 NewsletterJune 2018 Newsletter
June 2018 Newslettertoddrobison
 
sbmapessentialspresentation-150127160842-conversion-gate02.pptx
sbmapessentialspresentation-150127160842-conversion-gate02.pptxsbmapessentialspresentation-150127160842-conversion-gate02.pptx
sbmapessentialspresentation-150127160842-conversion-gate02.pptxProsperity Financials
 
Financial sponsors the power of the promote
Financial sponsors the power of the promoteFinancial sponsors the power of the promote
Financial sponsors the power of the promoteInvestment-Crowdfunding
 
2012-02-22 Tax Private Foundation Investments
2012-02-22 Tax Private Foundation Investments2012-02-22 Tax Private Foundation Investments
2012-02-22 Tax Private Foundation InvestmentsRaffa Learning Community
 
Mike Wilner (AWS) - Fundraising 201
Mike Wilner (AWS) - Fundraising 201Mike Wilner (AWS) - Fundraising 201
Mike Wilner (AWS) - Fundraising 201Joshua Ness
 
Savoie 2016 Wealth Management presentation
Savoie 2016 Wealth Management presentationSavoie 2016 Wealth Management presentation
Savoie 2016 Wealth Management presentationKimberly Savoie, CFP®
 
Building A Financial Foundation
Building A Financial FoundationBuilding A Financial Foundation
Building A Financial Foundationzliu
 
Roadmap to Retirement Client Brochure
Roadmap to Retirement Client BrochureRoadmap to Retirement Client Brochure
Roadmap to Retirement Client BrochureXML Financial Group
 
Commrisk Life brochure
Commrisk Life brochureCommrisk Life brochure
Commrisk Life brochureErika Lawrence
 

La actualidad más candente (20)

Power to Produce the Unstoppable You
Power to Produce the Unstoppable You Power to Produce the Unstoppable You
Power to Produce the Unstoppable You
 
Hamid - Investor's Group
Hamid - Investor's GroupHamid - Investor's Group
Hamid - Investor's Group
 
Private Lending Presentation
Private Lending PresentationPrivate Lending Presentation
Private Lending Presentation
 
Protect Your Equity
Protect Your EquityProtect Your Equity
Protect Your Equity
 
Investing For A Child
Investing For A ChildInvesting For A Child
Investing For A Child
 
WFG - Building Better Financial Futures
WFG - Building Better Financial FuturesWFG - Building Better Financial Futures
WFG - Building Better Financial Futures
 
Seven Rules For Financial Success
Seven Rules For Financial SuccessSeven Rules For Financial Success
Seven Rules For Financial Success
 
Personal Finance Tips for Real Estate Professionals
Personal Finance Tips for Real Estate ProfessionalsPersonal Finance Tips for Real Estate Professionals
Personal Finance Tips for Real Estate Professionals
 
Cedar Point Financial Services LLC
Cedar Point Financial Services LLCCedar Point Financial Services LLC
Cedar Point Financial Services LLC
 
Triple Threat to Biz Owners
Triple Threat to Biz OwnersTriple Threat to Biz Owners
Triple Threat to Biz Owners
 
June 2018 Newsletter
June 2018 NewsletterJune 2018 Newsletter
June 2018 Newsletter
 
sbmapessentialspresentation-150127160842-conversion-gate02.pptx
sbmapessentialspresentation-150127160842-conversion-gate02.pptxsbmapessentialspresentation-150127160842-conversion-gate02.pptx
sbmapessentialspresentation-150127160842-conversion-gate02.pptx
 
Financial sponsors the power of the promote
Financial sponsors the power of the promoteFinancial sponsors the power of the promote
Financial sponsors the power of the promote
 
2012-02-22 Tax Private Foundation Investments
2012-02-22 Tax Private Foundation Investments2012-02-22 Tax Private Foundation Investments
2012-02-22 Tax Private Foundation Investments
 
Mike Wilner (AWS) - Fundraising 201
Mike Wilner (AWS) - Fundraising 201Mike Wilner (AWS) - Fundraising 201
Mike Wilner (AWS) - Fundraising 201
 
Savoie 2016 Wealth Management presentation
Savoie 2016 Wealth Management presentationSavoie 2016 Wealth Management presentation
Savoie 2016 Wealth Management presentation
 
Mistakes in Retirement
Mistakes in RetirementMistakes in Retirement
Mistakes in Retirement
 
Building A Financial Foundation
Building A Financial FoundationBuilding A Financial Foundation
Building A Financial Foundation
 
Roadmap to Retirement Client Brochure
Roadmap to Retirement Client BrochureRoadmap to Retirement Client Brochure
Roadmap to Retirement Client Brochure
 
Commrisk Life brochure
Commrisk Life brochureCommrisk Life brochure
Commrisk Life brochure
 

Similar a Goal Based Investing: Planning for Key Life Events (Series: Personal Finance & Investing Fundamentals 1.0)

Investing in Commercial Real Estate (Series: Real Estate Investing 101)
Investing in Commercial Real Estate (Series: Real Estate Investing 101) Investing in Commercial Real Estate (Series: Real Estate Investing 101)
Investing in Commercial Real Estate (Series: Real Estate Investing 101) Financial Poise
 
Opportunity Amidst Crisis - Buying Distressed Assets, Claims, and Securities ...
Opportunity Amidst Crisis - Buying Distressed Assets, Claims, and Securities ...Opportunity Amidst Crisis - Buying Distressed Assets, Claims, and Securities ...
Opportunity Amidst Crisis - Buying Distressed Assets, Claims, and Securities ...Financial Poise
 
All About Asset Allocation (Series: Personal Finance & Investing Fundamentals...
All About Asset Allocation (Series: Personal Finance & Investing Fundamentals...All About Asset Allocation (Series: Personal Finance & Investing Fundamentals...
All About Asset Allocation (Series: Personal Finance & Investing Fundamentals...Financial Poise
 
The KPI - Cash Flow Modeling and Projections (Series: MBA Shortcut)
The KPI - Cash Flow Modeling and Projections (Series: MBA Shortcut)   The KPI - Cash Flow Modeling and Projections (Series: MBA Shortcut)
The KPI - Cash Flow Modeling and Projections (Series: MBA Shortcut) Financial Poise
 
What is a "Private Fund?" (Series: PE, VC, and Hedge Funds De-Mystified)
What is a "Private Fund?" (Series: PE, VC, and Hedge Funds De-Mystified)What is a "Private Fund?" (Series: PE, VC, and Hedge Funds De-Mystified)
What is a "Private Fund?" (Series: PE, VC, and Hedge Funds De-Mystified)Financial Poise
 
Investing in Real Estate through Equity Crowdfunding (Series: REAL ESTATE INV...
Investing in Real Estate through Equity Crowdfunding (Series: REAL ESTATE INV...Investing in Real Estate through Equity Crowdfunding (Series: REAL ESTATE INV...
Investing in Real Estate through Equity Crowdfunding (Series: REAL ESTATE INV...Financial Poise
 
Data Privacy & Security 101 (Series: One Hour Law School)
Data Privacy & Security 101 (Series: One Hour Law School)Data Privacy & Security 101 (Series: One Hour Law School)
Data Privacy & Security 101 (Series: One Hour Law School)Financial Poise
 
Structuring and Planning the M&A Transaction (Series: Private Company M&A Boo...
Structuring and Planning the M&A Transaction (Series: Private Company M&A Boo...Structuring and Planning the M&A Transaction (Series: Private Company M&A Boo...
Structuring and Planning the M&A Transaction (Series: Private Company M&A Boo...Financial Poise
 
The Commercial Landlord's Perspective (Series: Real Estate Leasing Dumbed Down)
The Commercial Landlord's Perspective (Series: Real Estate Leasing Dumbed Down)The Commercial Landlord's Perspective (Series: Real Estate Leasing Dumbed Down)
The Commercial Landlord's Perspective (Series: Real Estate Leasing Dumbed Down)Financial Poise
 
Focus on Single Asset Real Estate (Series: Chapter 11 Special Issues)
Focus on Single Asset Real Estate (Series: Chapter 11 Special Issues)Focus on Single Asset Real Estate (Series: Chapter 11 Special Issues)
Focus on Single Asset Real Estate (Series: Chapter 11 Special Issues)Financial Poise
 
Hot Off the Press - Recent Cases & Decisions 2019
Hot Off the Press - Recent Cases & Decisions 2019Hot Off the Press - Recent Cases & Decisions 2019
Hot Off the Press - Recent Cases & Decisions 2019Financial Poise
 
Securities Law Compliance (Series: Corporate & Regulatory Compliance Boot Camp)
Securities Law Compliance (Series: Corporate & Regulatory Compliance Boot Camp)Securities Law Compliance (Series: Corporate & Regulatory Compliance Boot Camp)
Securities Law Compliance (Series: Corporate & Regulatory Compliance Boot Camp)Financial Poise
 
Forming a Company: How to Start a Business (SERIES: One Hour Law School 2018)
Forming a Company: How to Start a Business (SERIES: One Hour Law School 2018)Forming a Company: How to Start a Business (SERIES: One Hour Law School 2018)
Forming a Company: How to Start a Business (SERIES: One Hour Law School 2018)Financial Poise
 
The Intersection of IP & Bankruptcy (Series: Chapter 11 Potpourri)
The Intersection of IP & Bankruptcy (Series: Chapter 11 Potpourri)The Intersection of IP & Bankruptcy (Series: Chapter 11 Potpourri)
The Intersection of IP & Bankruptcy (Series: Chapter 11 Potpourri)Financial Poise
 
Securities Law: An Overview (Series: Securities Law Made Simple (Not Really))
Securities Law: An Overview (Series: Securities Law Made Simple (Not Really))   Securities Law: An Overview (Series: Securities Law Made Simple (Not Really))
Securities Law: An Overview (Series: Securities Law Made Simple (Not Really)) Financial Poise
 
Cash Collateral and DIP Loan Contests (Series: Bankruptcy Battle Royale)
Cash Collateral and DIP Loan Contests (Series: Bankruptcy Battle Royale)Cash Collateral and DIP Loan Contests (Series: Bankruptcy Battle Royale)
Cash Collateral and DIP Loan Contests (Series: Bankruptcy Battle Royale)Financial Poise
 
Your Financial Future June 2016
Your Financial Future June 2016Your Financial Future June 2016
Your Financial Future June 2016Christian Phillips
 
IG Intro
IG IntroIG Intro
IG Introwilku
 
Qualifying Presentation 2010
Qualifying Presentation 2010Qualifying Presentation 2010
Qualifying Presentation 2010MBritos
 
What Kind of Loan? (Series: Borrower or Lender BE)
What Kind of Loan? (Series: Borrower or Lender BE)What Kind of Loan? (Series: Borrower or Lender BE)
What Kind of Loan? (Series: Borrower or Lender BE)Financial Poise
 

Similar a Goal Based Investing: Planning for Key Life Events (Series: Personal Finance & Investing Fundamentals 1.0) (20)

Investing in Commercial Real Estate (Series: Real Estate Investing 101)
Investing in Commercial Real Estate (Series: Real Estate Investing 101) Investing in Commercial Real Estate (Series: Real Estate Investing 101)
Investing in Commercial Real Estate (Series: Real Estate Investing 101)
 
Opportunity Amidst Crisis - Buying Distressed Assets, Claims, and Securities ...
Opportunity Amidst Crisis - Buying Distressed Assets, Claims, and Securities ...Opportunity Amidst Crisis - Buying Distressed Assets, Claims, and Securities ...
Opportunity Amidst Crisis - Buying Distressed Assets, Claims, and Securities ...
 
All About Asset Allocation (Series: Personal Finance & Investing Fundamentals...
All About Asset Allocation (Series: Personal Finance & Investing Fundamentals...All About Asset Allocation (Series: Personal Finance & Investing Fundamentals...
All About Asset Allocation (Series: Personal Finance & Investing Fundamentals...
 
The KPI - Cash Flow Modeling and Projections (Series: MBA Shortcut)
The KPI - Cash Flow Modeling and Projections (Series: MBA Shortcut)   The KPI - Cash Flow Modeling and Projections (Series: MBA Shortcut)
The KPI - Cash Flow Modeling and Projections (Series: MBA Shortcut)
 
What is a "Private Fund?" (Series: PE, VC, and Hedge Funds De-Mystified)
What is a "Private Fund?" (Series: PE, VC, and Hedge Funds De-Mystified)What is a "Private Fund?" (Series: PE, VC, and Hedge Funds De-Mystified)
What is a "Private Fund?" (Series: PE, VC, and Hedge Funds De-Mystified)
 
Investing in Real Estate through Equity Crowdfunding (Series: REAL ESTATE INV...
Investing in Real Estate through Equity Crowdfunding (Series: REAL ESTATE INV...Investing in Real Estate through Equity Crowdfunding (Series: REAL ESTATE INV...
Investing in Real Estate through Equity Crowdfunding (Series: REAL ESTATE INV...
 
Data Privacy & Security 101 (Series: One Hour Law School)
Data Privacy & Security 101 (Series: One Hour Law School)Data Privacy & Security 101 (Series: One Hour Law School)
Data Privacy & Security 101 (Series: One Hour Law School)
 
Structuring and Planning the M&A Transaction (Series: Private Company M&A Boo...
Structuring and Planning the M&A Transaction (Series: Private Company M&A Boo...Structuring and Planning the M&A Transaction (Series: Private Company M&A Boo...
Structuring and Planning the M&A Transaction (Series: Private Company M&A Boo...
 
The Commercial Landlord's Perspective (Series: Real Estate Leasing Dumbed Down)
The Commercial Landlord's Perspective (Series: Real Estate Leasing Dumbed Down)The Commercial Landlord's Perspective (Series: Real Estate Leasing Dumbed Down)
The Commercial Landlord's Perspective (Series: Real Estate Leasing Dumbed Down)
 
Focus on Single Asset Real Estate (Series: Chapter 11 Special Issues)
Focus on Single Asset Real Estate (Series: Chapter 11 Special Issues)Focus on Single Asset Real Estate (Series: Chapter 11 Special Issues)
Focus on Single Asset Real Estate (Series: Chapter 11 Special Issues)
 
Hot Off the Press - Recent Cases & Decisions 2019
Hot Off the Press - Recent Cases & Decisions 2019Hot Off the Press - Recent Cases & Decisions 2019
Hot Off the Press - Recent Cases & Decisions 2019
 
Securities Law Compliance (Series: Corporate & Regulatory Compliance Boot Camp)
Securities Law Compliance (Series: Corporate & Regulatory Compliance Boot Camp)Securities Law Compliance (Series: Corporate & Regulatory Compliance Boot Camp)
Securities Law Compliance (Series: Corporate & Regulatory Compliance Boot Camp)
 
Forming a Company: How to Start a Business (SERIES: One Hour Law School 2018)
Forming a Company: How to Start a Business (SERIES: One Hour Law School 2018)Forming a Company: How to Start a Business (SERIES: One Hour Law School 2018)
Forming a Company: How to Start a Business (SERIES: One Hour Law School 2018)
 
The Intersection of IP & Bankruptcy (Series: Chapter 11 Potpourri)
The Intersection of IP & Bankruptcy (Series: Chapter 11 Potpourri)The Intersection of IP & Bankruptcy (Series: Chapter 11 Potpourri)
The Intersection of IP & Bankruptcy (Series: Chapter 11 Potpourri)
 
Securities Law: An Overview (Series: Securities Law Made Simple (Not Really))
Securities Law: An Overview (Series: Securities Law Made Simple (Not Really))   Securities Law: An Overview (Series: Securities Law Made Simple (Not Really))
Securities Law: An Overview (Series: Securities Law Made Simple (Not Really))
 
Cash Collateral and DIP Loan Contests (Series: Bankruptcy Battle Royale)
Cash Collateral and DIP Loan Contests (Series: Bankruptcy Battle Royale)Cash Collateral and DIP Loan Contests (Series: Bankruptcy Battle Royale)
Cash Collateral and DIP Loan Contests (Series: Bankruptcy Battle Royale)
 
Your Financial Future June 2016
Your Financial Future June 2016Your Financial Future June 2016
Your Financial Future June 2016
 
IG Intro
IG IntroIG Intro
IG Intro
 
Qualifying Presentation 2010
Qualifying Presentation 2010Qualifying Presentation 2010
Qualifying Presentation 2010
 
What Kind of Loan? (Series: Borrower or Lender BE)
What Kind of Loan? (Series: Borrower or Lender BE)What Kind of Loan? (Series: Borrower or Lender BE)
What Kind of Loan? (Series: Borrower or Lender BE)
 

Más de Financial Poise

IP-301 POST-GRANT REVIEW TRIALS 2022 - Things to Consider Before You File
IP-301 POST-GRANT REVIEW TRIALS 2022 - Things to Consider Before You FileIP-301 POST-GRANT REVIEW TRIALS 2022 - Things to Consider Before You File
IP-301 POST-GRANT REVIEW TRIALS 2022 - Things to Consider Before You FileFinancial Poise
 
IP-301 POST-GRANT REVIEW TRIALS 2022 - PGRT Basics
IP-301 POST-GRANT REVIEW TRIALS 2022 - PGRT Basics  IP-301 POST-GRANT REVIEW TRIALS 2022 - PGRT Basics
IP-301 POST-GRANT REVIEW TRIALS 2022 - PGRT Basics Financial Poise
 
THE NUTS & BOLTS OF BANKRUPTCY LAW 2022: The Nuts & Bolts of a First Day Hearing
THE NUTS & BOLTS OF BANKRUPTCY LAW 2022: The Nuts & Bolts of a First Day HearingTHE NUTS & BOLTS OF BANKRUPTCY LAW 2022: The Nuts & Bolts of a First Day Hearing
THE NUTS & BOLTS OF BANKRUPTCY LAW 2022: The Nuts & Bolts of a First Day HearingFinancial Poise
 
RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2022: Bad Debtor Owes Me Money!
RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2022: Bad Debtor Owes Me Money!RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2022: Bad Debtor Owes Me Money!
RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2022: Bad Debtor Owes Me Money!Financial Poise
 
PERSUASIVE BRIEF WRITING 2022 - Style
PERSUASIVE BRIEF WRITING 2022 - Style PERSUASIVE BRIEF WRITING 2022 - Style
PERSUASIVE BRIEF WRITING 2022 - Style Financial Poise
 
CYBER SECURITY and DATA PRIVACY 2022: Data Breach Response - Before and After...
CYBER SECURITY and DATA PRIVACY 2022: Data Breach Response - Before and After...CYBER SECURITY and DATA PRIVACY 2022: Data Breach Response - Before and After...
CYBER SECURITY and DATA PRIVACY 2022: Data Breach Response - Before and After...Financial Poise
 
CYBER SECURITY and DATA PRIVACY 2022_How to Build and Implement your Company'...
CYBER SECURITY and DATA PRIVACY 2022_How to Build and Implement your Company'...CYBER SECURITY and DATA PRIVACY 2022_How to Build and Implement your Company'...
CYBER SECURITY and DATA PRIVACY 2022_How to Build and Implement your Company'...Financial Poise
 
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 - Enforcement: Post-Judgment Procee...
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 - Enforcement: Post-Judgment Procee...NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 - Enforcement: Post-Judgment Procee...
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 - Enforcement: Post-Judgment Procee...Financial Poise
 
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 -Appellate Practice- 101
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 -Appellate Practice- 101 NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 -Appellate Practice- 101
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 -Appellate Practice- 101 Financial Poise
 
MARKETING TIPS FOR THE NEW (OR OLD!) BUSINESS OWNER 2022: Learn How to Do Con...
MARKETING TIPS FOR THE NEW (OR OLD!) BUSINESS OWNER 2022: Learn How to Do Con...MARKETING TIPS FOR THE NEW (OR OLD!) BUSINESS OWNER 2022: Learn How to Do Con...
MARKETING TIPS FOR THE NEW (OR OLD!) BUSINESS OWNER 2022: Learn How to Do Con...Financial Poise
 
CHAPTER 11 - INDUSTRY FOCUS 2022 - Focus on Oil and Gas
CHAPTER 11 - INDUSTRY FOCUS 2022 - Focus on Oil and Gas CHAPTER 11 - INDUSTRY FOCUS 2022 - Focus on Oil and Gas
CHAPTER 11 - INDUSTRY FOCUS 2022 - Focus on Oil and Gas Financial Poise
 
NEWBIE LITIGATOR SCHOOL - Part I 2022: Working With Experts
NEWBIE LITIGATOR SCHOOL - Part I 2022: Working With Experts NEWBIE LITIGATOR SCHOOL - Part I 2022: Working With Experts
NEWBIE LITIGATOR SCHOOL - Part I 2022: Working With Experts Financial Poise
 
CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Executive Compensat...
CORPORATE  REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Executive Compensat...CORPORATE  REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Executive Compensat...
CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Executive Compensat...Financial Poise
 
CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Securities Law Comp...
CORPORATE  REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Securities Law Comp...CORPORATE  REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Securities Law Comp...
CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Securities Law Comp...Financial Poise
 
M&A BOOT CAMP - 2022: Post-Closing Issues -Integration & Potential Buyer Sell...
M&A BOOT CAMP - 2022: Post-Closing Issues -Integration & Potential Buyer Sell...M&A BOOT CAMP - 2022: Post-Closing Issues -Integration & Potential Buyer Sell...
M&A BOOT CAMP - 2022: Post-Closing Issues -Integration & Potential Buyer Sell...Financial Poise
 
M&A BOOT CAMP 2022 - Key Provisions in M&A Agreements
M&A BOOT CAMP 2022 - Key Provisions in M&A AgreementsM&A BOOT CAMP 2022 - Key Provisions in M&A Agreements
M&A BOOT CAMP 2022 - Key Provisions in M&A AgreementsFinancial Poise
 
M&A BOOT CAMP 2022 - The M&A Process
M&A BOOT CAMP 2022 - The M&A ProcessM&A BOOT CAMP 2022 - The M&A Process
M&A BOOT CAMP 2022 - The M&A ProcessFinancial Poise
 
CROWDFUNDING 2022 - Crowdfunding from the Investor's Perspective
CROWDFUNDING 2022 - Crowdfunding from the Investor's PerspectiveCROWDFUNDING 2022 - Crowdfunding from the Investor's Perspective
CROWDFUNDING 2022 - Crowdfunding from the Investor's PerspectiveFinancial Poise
 
CROWDFUNDING 2022 - Securities Crowdfunding for Intermediaries
CROWDFUNDING 2022 - Securities Crowdfunding for IntermediariesCROWDFUNDING 2022 - Securities Crowdfunding for Intermediaries
CROWDFUNDING 2022 - Securities Crowdfunding for IntermediariesFinancial Poise
 
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective Financial Poise
 

Más de Financial Poise (20)

IP-301 POST-GRANT REVIEW TRIALS 2022 - Things to Consider Before You File
IP-301 POST-GRANT REVIEW TRIALS 2022 - Things to Consider Before You FileIP-301 POST-GRANT REVIEW TRIALS 2022 - Things to Consider Before You File
IP-301 POST-GRANT REVIEW TRIALS 2022 - Things to Consider Before You File
 
IP-301 POST-GRANT REVIEW TRIALS 2022 - PGRT Basics
IP-301 POST-GRANT REVIEW TRIALS 2022 - PGRT Basics  IP-301 POST-GRANT REVIEW TRIALS 2022 - PGRT Basics
IP-301 POST-GRANT REVIEW TRIALS 2022 - PGRT Basics
 
THE NUTS & BOLTS OF BANKRUPTCY LAW 2022: The Nuts & Bolts of a First Day Hearing
THE NUTS & BOLTS OF BANKRUPTCY LAW 2022: The Nuts & Bolts of a First Day HearingTHE NUTS & BOLTS OF BANKRUPTCY LAW 2022: The Nuts & Bolts of a First Day Hearing
THE NUTS & BOLTS OF BANKRUPTCY LAW 2022: The Nuts & Bolts of a First Day Hearing
 
RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2022: Bad Debtor Owes Me Money!
RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2022: Bad Debtor Owes Me Money!RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2022: Bad Debtor Owes Me Money!
RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2022: Bad Debtor Owes Me Money!
 
PERSUASIVE BRIEF WRITING 2022 - Style
PERSUASIVE BRIEF WRITING 2022 - Style PERSUASIVE BRIEF WRITING 2022 - Style
PERSUASIVE BRIEF WRITING 2022 - Style
 
CYBER SECURITY and DATA PRIVACY 2022: Data Breach Response - Before and After...
CYBER SECURITY and DATA PRIVACY 2022: Data Breach Response - Before and After...CYBER SECURITY and DATA PRIVACY 2022: Data Breach Response - Before and After...
CYBER SECURITY and DATA PRIVACY 2022: Data Breach Response - Before and After...
 
CYBER SECURITY and DATA PRIVACY 2022_How to Build and Implement your Company'...
CYBER SECURITY and DATA PRIVACY 2022_How to Build and Implement your Company'...CYBER SECURITY and DATA PRIVACY 2022_How to Build and Implement your Company'...
CYBER SECURITY and DATA PRIVACY 2022_How to Build and Implement your Company'...
 
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 - Enforcement: Post-Judgment Procee...
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 - Enforcement: Post-Judgment Procee...NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 - Enforcement: Post-Judgment Procee...
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 - Enforcement: Post-Judgment Procee...
 
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 -Appellate Practice- 101
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 -Appellate Practice- 101 NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 -Appellate Practice- 101
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 -Appellate Practice- 101
 
MARKETING TIPS FOR THE NEW (OR OLD!) BUSINESS OWNER 2022: Learn How to Do Con...
MARKETING TIPS FOR THE NEW (OR OLD!) BUSINESS OWNER 2022: Learn How to Do Con...MARKETING TIPS FOR THE NEW (OR OLD!) BUSINESS OWNER 2022: Learn How to Do Con...
MARKETING TIPS FOR THE NEW (OR OLD!) BUSINESS OWNER 2022: Learn How to Do Con...
 
CHAPTER 11 - INDUSTRY FOCUS 2022 - Focus on Oil and Gas
CHAPTER 11 - INDUSTRY FOCUS 2022 - Focus on Oil and Gas CHAPTER 11 - INDUSTRY FOCUS 2022 - Focus on Oil and Gas
CHAPTER 11 - INDUSTRY FOCUS 2022 - Focus on Oil and Gas
 
NEWBIE LITIGATOR SCHOOL - Part I 2022: Working With Experts
NEWBIE LITIGATOR SCHOOL - Part I 2022: Working With Experts NEWBIE LITIGATOR SCHOOL - Part I 2022: Working With Experts
NEWBIE LITIGATOR SCHOOL - Part I 2022: Working With Experts
 
CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Executive Compensat...
CORPORATE  REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Executive Compensat...CORPORATE  REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Executive Compensat...
CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Executive Compensat...
 
CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Securities Law Comp...
CORPORATE  REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Securities Law Comp...CORPORATE  REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Securities Law Comp...
CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Securities Law Comp...
 
M&A BOOT CAMP - 2022: Post-Closing Issues -Integration & Potential Buyer Sell...
M&A BOOT CAMP - 2022: Post-Closing Issues -Integration & Potential Buyer Sell...M&A BOOT CAMP - 2022: Post-Closing Issues -Integration & Potential Buyer Sell...
M&A BOOT CAMP - 2022: Post-Closing Issues -Integration & Potential Buyer Sell...
 
M&A BOOT CAMP 2022 - Key Provisions in M&A Agreements
M&A BOOT CAMP 2022 - Key Provisions in M&A AgreementsM&A BOOT CAMP 2022 - Key Provisions in M&A Agreements
M&A BOOT CAMP 2022 - Key Provisions in M&A Agreements
 
M&A BOOT CAMP 2022 - The M&A Process
M&A BOOT CAMP 2022 - The M&A ProcessM&A BOOT CAMP 2022 - The M&A Process
M&A BOOT CAMP 2022 - The M&A Process
 
CROWDFUNDING 2022 - Crowdfunding from the Investor's Perspective
CROWDFUNDING 2022 - Crowdfunding from the Investor's PerspectiveCROWDFUNDING 2022 - Crowdfunding from the Investor's Perspective
CROWDFUNDING 2022 - Crowdfunding from the Investor's Perspective
 
CROWDFUNDING 2022 - Securities Crowdfunding for Intermediaries
CROWDFUNDING 2022 - Securities Crowdfunding for IntermediariesCROWDFUNDING 2022 - Securities Crowdfunding for Intermediaries
CROWDFUNDING 2022 - Securities Crowdfunding for Intermediaries
 
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective
 

Último

Plant Tissue culture., Plasticity, Totipotency, pptx
Plant Tissue culture., Plasticity, Totipotency, pptxPlant Tissue culture., Plasticity, Totipotency, pptx
Plant Tissue culture., Plasticity, Totipotency, pptxHimansu10
 
UNIT I Design Thinking and Explore.pptx
UNIT I  Design Thinking and Explore.pptxUNIT I  Design Thinking and Explore.pptx
UNIT I Design Thinking and Explore.pptxGOWSIKRAJA PALANISAMY
 
2024 March 11, Telehealth Billing- Current Telehealth CPT Codes & Telehealth ...
2024 March 11, Telehealth Billing- Current Telehealth CPT Codes & Telehealth ...2024 March 11, Telehealth Billing- Current Telehealth CPT Codes & Telehealth ...
2024 March 11, Telehealth Billing- Current Telehealth CPT Codes & Telehealth ...Marlene Maheu
 
Arti Languages Pre Seed Send Ahead Pitchdeck 2024.pdf
Arti Languages Pre Seed Send Ahead Pitchdeck 2024.pdfArti Languages Pre Seed Send Ahead Pitchdeck 2024.pdf
Arti Languages Pre Seed Send Ahead Pitchdeck 2024.pdfwill854175
 
Metabolism of lipoproteins & its disorders(Chylomicron & VLDL & LDL).pptx
Metabolism of  lipoproteins & its disorders(Chylomicron & VLDL & LDL).pptxMetabolism of  lipoproteins & its disorders(Chylomicron & VLDL & LDL).pptx
Metabolism of lipoproteins & its disorders(Chylomicron & VLDL & LDL).pptxDr. Santhosh Kumar. N
 
3.14.24 Gender Discrimination and Gender Inequity.pptx
3.14.24 Gender Discrimination and Gender Inequity.pptx3.14.24 Gender Discrimination and Gender Inequity.pptx
3.14.24 Gender Discrimination and Gender Inequity.pptxmary850239
 
ICS2208 Lecture4 Intelligent Interface Agents.pdf
ICS2208 Lecture4 Intelligent Interface Agents.pdfICS2208 Lecture4 Intelligent Interface Agents.pdf
ICS2208 Lecture4 Intelligent Interface Agents.pdfVanessa Camilleri
 
Dhavni Theory by Anandvardhana Indian Poetics
Dhavni Theory by Anandvardhana Indian PoeticsDhavni Theory by Anandvardhana Indian Poetics
Dhavni Theory by Anandvardhana Indian PoeticsDhatriParmar
 
AI Uses and Misuses: Academic and Workplace Applications
AI Uses and Misuses: Academic and Workplace ApplicationsAI Uses and Misuses: Academic and Workplace Applications
AI Uses and Misuses: Academic and Workplace ApplicationsStella Lee
 
25 CHUYÊN ĐỀ ÔN THI TỐT NGHIỆP THPT 2023 – BÀI TẬP PHÁT TRIỂN TỪ ĐỀ MINH HỌA...
25 CHUYÊN ĐỀ ÔN THI TỐT NGHIỆP THPT 2023 – BÀI TẬP PHÁT TRIỂN TỪ ĐỀ MINH HỌA...25 CHUYÊN ĐỀ ÔN THI TỐT NGHIỆP THPT 2023 – BÀI TẬP PHÁT TRIỂN TỪ ĐỀ MINH HỌA...
25 CHUYÊN ĐỀ ÔN THI TỐT NGHIỆP THPT 2023 – BÀI TẬP PHÁT TRIỂN TỪ ĐỀ MINH HỌA...Nguyen Thanh Tu Collection
 
Certification Study Group - Professional ML Engineer Session 3 (Machine Learn...
Certification Study Group - Professional ML Engineer Session 3 (Machine Learn...Certification Study Group - Professional ML Engineer Session 3 (Machine Learn...
Certification Study Group - Professional ML Engineer Session 3 (Machine Learn...gdgsurrey
 
Quantitative research methodology and survey design
Quantitative research methodology and survey designQuantitative research methodology and survey design
Quantitative research methodology and survey designBalelaBoru
 
BÀI TẬP BỔ TRỢ TIẾNG ANH 11 THEO ĐƠN VỊ BÀI HỌC - CẢ NĂM - CÓ FILE NGHE (FRIE...
BÀI TẬP BỔ TRỢ TIẾNG ANH 11 THEO ĐƠN VỊ BÀI HỌC - CẢ NĂM - CÓ FILE NGHE (FRIE...BÀI TẬP BỔ TRỢ TIẾNG ANH 11 THEO ĐƠN VỊ BÀI HỌC - CẢ NĂM - CÓ FILE NGHE (FRIE...
BÀI TẬP BỔ TRỢ TIẾNG ANH 11 THEO ĐƠN VỊ BÀI HỌC - CẢ NĂM - CÓ FILE NGHE (FRIE...Nguyen Thanh Tu Collection
 
Riti theory by Vamana Indian poetics.pptx
Riti theory by Vamana Indian poetics.pptxRiti theory by Vamana Indian poetics.pptx
Riti theory by Vamana Indian poetics.pptxDhatriParmar
 
30-de-thi-vao-lop-10-mon-tieng-anh-co-dap-an.doc
30-de-thi-vao-lop-10-mon-tieng-anh-co-dap-an.doc30-de-thi-vao-lop-10-mon-tieng-anh-co-dap-an.doc
30-de-thi-vao-lop-10-mon-tieng-anh-co-dap-an.docdieu18
 
The First National K12 TUG March 6 2024.pdf
The First National K12 TUG March 6 2024.pdfThe First National K12 TUG March 6 2024.pdf
The First National K12 TUG March 6 2024.pdfdogden2
 
Alamkara theory by Bhamaha Indian Poetics (1).pptx
Alamkara theory by Bhamaha Indian Poetics (1).pptxAlamkara theory by Bhamaha Indian Poetics (1).pptx
Alamkara theory by Bhamaha Indian Poetics (1).pptxDhatriParmar
 
ASTRINGENTS.pdf Pharmacognosy chapter 5 diploma in Pharmacy
ASTRINGENTS.pdf Pharmacognosy chapter 5 diploma in PharmacyASTRINGENTS.pdf Pharmacognosy chapter 5 diploma in Pharmacy
ASTRINGENTS.pdf Pharmacognosy chapter 5 diploma in PharmacySumit Tiwari
 
BBA 205 BUSINESS ENVIRONMENT UNIT I.pptx
BBA 205 BUSINESS ENVIRONMENT UNIT I.pptxBBA 205 BUSINESS ENVIRONMENT UNIT I.pptx
BBA 205 BUSINESS ENVIRONMENT UNIT I.pptxProf. Kanchan Kumari
 
PHARMACOGNOSY CHAPTER NO 5 CARMINATIVES AND G.pdf
PHARMACOGNOSY CHAPTER NO 5 CARMINATIVES AND G.pdfPHARMACOGNOSY CHAPTER NO 5 CARMINATIVES AND G.pdf
PHARMACOGNOSY CHAPTER NO 5 CARMINATIVES AND G.pdfSumit Tiwari
 

Último (20)

Plant Tissue culture., Plasticity, Totipotency, pptx
Plant Tissue culture., Plasticity, Totipotency, pptxPlant Tissue culture., Plasticity, Totipotency, pptx
Plant Tissue culture., Plasticity, Totipotency, pptx
 
UNIT I Design Thinking and Explore.pptx
UNIT I  Design Thinking and Explore.pptxUNIT I  Design Thinking and Explore.pptx
UNIT I Design Thinking and Explore.pptx
 
2024 March 11, Telehealth Billing- Current Telehealth CPT Codes & Telehealth ...
2024 March 11, Telehealth Billing- Current Telehealth CPT Codes & Telehealth ...2024 March 11, Telehealth Billing- Current Telehealth CPT Codes & Telehealth ...
2024 March 11, Telehealth Billing- Current Telehealth CPT Codes & Telehealth ...
 
Arti Languages Pre Seed Send Ahead Pitchdeck 2024.pdf
Arti Languages Pre Seed Send Ahead Pitchdeck 2024.pdfArti Languages Pre Seed Send Ahead Pitchdeck 2024.pdf
Arti Languages Pre Seed Send Ahead Pitchdeck 2024.pdf
 
Metabolism of lipoproteins & its disorders(Chylomicron & VLDL & LDL).pptx
Metabolism of  lipoproteins & its disorders(Chylomicron & VLDL & LDL).pptxMetabolism of  lipoproteins & its disorders(Chylomicron & VLDL & LDL).pptx
Metabolism of lipoproteins & its disorders(Chylomicron & VLDL & LDL).pptx
 
3.14.24 Gender Discrimination and Gender Inequity.pptx
3.14.24 Gender Discrimination and Gender Inequity.pptx3.14.24 Gender Discrimination and Gender Inequity.pptx
3.14.24 Gender Discrimination and Gender Inequity.pptx
 
ICS2208 Lecture4 Intelligent Interface Agents.pdf
ICS2208 Lecture4 Intelligent Interface Agents.pdfICS2208 Lecture4 Intelligent Interface Agents.pdf
ICS2208 Lecture4 Intelligent Interface Agents.pdf
 
Dhavni Theory by Anandvardhana Indian Poetics
Dhavni Theory by Anandvardhana Indian PoeticsDhavni Theory by Anandvardhana Indian Poetics
Dhavni Theory by Anandvardhana Indian Poetics
 
AI Uses and Misuses: Academic and Workplace Applications
AI Uses and Misuses: Academic and Workplace ApplicationsAI Uses and Misuses: Academic and Workplace Applications
AI Uses and Misuses: Academic and Workplace Applications
 
25 CHUYÊN ĐỀ ÔN THI TỐT NGHIỆP THPT 2023 – BÀI TẬP PHÁT TRIỂN TỪ ĐỀ MINH HỌA...
25 CHUYÊN ĐỀ ÔN THI TỐT NGHIỆP THPT 2023 – BÀI TẬP PHÁT TRIỂN TỪ ĐỀ MINH HỌA...25 CHUYÊN ĐỀ ÔN THI TỐT NGHIỆP THPT 2023 – BÀI TẬP PHÁT TRIỂN TỪ ĐỀ MINH HỌA...
25 CHUYÊN ĐỀ ÔN THI TỐT NGHIỆP THPT 2023 – BÀI TẬP PHÁT TRIỂN TỪ ĐỀ MINH HỌA...
 
Certification Study Group - Professional ML Engineer Session 3 (Machine Learn...
Certification Study Group - Professional ML Engineer Session 3 (Machine Learn...Certification Study Group - Professional ML Engineer Session 3 (Machine Learn...
Certification Study Group - Professional ML Engineer Session 3 (Machine Learn...
 
Quantitative research methodology and survey design
Quantitative research methodology and survey designQuantitative research methodology and survey design
Quantitative research methodology and survey design
 
BÀI TẬP BỔ TRỢ TIẾNG ANH 11 THEO ĐƠN VỊ BÀI HỌC - CẢ NĂM - CÓ FILE NGHE (FRIE...
BÀI TẬP BỔ TRỢ TIẾNG ANH 11 THEO ĐƠN VỊ BÀI HỌC - CẢ NĂM - CÓ FILE NGHE (FRIE...BÀI TẬP BỔ TRỢ TIẾNG ANH 11 THEO ĐƠN VỊ BÀI HỌC - CẢ NĂM - CÓ FILE NGHE (FRIE...
BÀI TẬP BỔ TRỢ TIẾNG ANH 11 THEO ĐƠN VỊ BÀI HỌC - CẢ NĂM - CÓ FILE NGHE (FRIE...
 
Riti theory by Vamana Indian poetics.pptx
Riti theory by Vamana Indian poetics.pptxRiti theory by Vamana Indian poetics.pptx
Riti theory by Vamana Indian poetics.pptx
 
30-de-thi-vao-lop-10-mon-tieng-anh-co-dap-an.doc
30-de-thi-vao-lop-10-mon-tieng-anh-co-dap-an.doc30-de-thi-vao-lop-10-mon-tieng-anh-co-dap-an.doc
30-de-thi-vao-lop-10-mon-tieng-anh-co-dap-an.doc
 
The First National K12 TUG March 6 2024.pdf
The First National K12 TUG March 6 2024.pdfThe First National K12 TUG March 6 2024.pdf
The First National K12 TUG March 6 2024.pdf
 
Alamkara theory by Bhamaha Indian Poetics (1).pptx
Alamkara theory by Bhamaha Indian Poetics (1).pptxAlamkara theory by Bhamaha Indian Poetics (1).pptx
Alamkara theory by Bhamaha Indian Poetics (1).pptx
 
ASTRINGENTS.pdf Pharmacognosy chapter 5 diploma in Pharmacy
ASTRINGENTS.pdf Pharmacognosy chapter 5 diploma in PharmacyASTRINGENTS.pdf Pharmacognosy chapter 5 diploma in Pharmacy
ASTRINGENTS.pdf Pharmacognosy chapter 5 diploma in Pharmacy
 
BBA 205 BUSINESS ENVIRONMENT UNIT I.pptx
BBA 205 BUSINESS ENVIRONMENT UNIT I.pptxBBA 205 BUSINESS ENVIRONMENT UNIT I.pptx
BBA 205 BUSINESS ENVIRONMENT UNIT I.pptx
 
PHARMACOGNOSY CHAPTER NO 5 CARMINATIVES AND G.pdf
PHARMACOGNOSY CHAPTER NO 5 CARMINATIVES AND G.pdfPHARMACOGNOSY CHAPTER NO 5 CARMINATIVES AND G.pdf
PHARMACOGNOSY CHAPTER NO 5 CARMINATIVES AND G.pdf
 

Goal Based Investing: Planning for Key Life Events (Series: Personal Finance & Investing Fundamentals 1.0)

  • 1. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe Insert the cover image for this webinar on this slide entirely 1
  • 2. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe Practical and entertaining education for attorneys, accountants, business owners and executives, and investors. 2
  • 3. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe DISCLAIMER The material in this webinar is for informational purposes only. It should not be considered legal, financial or other professional advice. You should consult with an attorney or other appropriate professional to determine what may be best for your individual needs. While Financial Poise™ takes reasonable steps to ensure the information it publishes is accurate, Financial Poise™ makes no guaranty in this regard. 3
  • 4. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe MEET THE FACULTY Moderator: Arthur Doglione – Alpha Fiduciary Panelists: James Jones – IraeXchange.net Jonathan Friedland – Sugar Felsenthal Grais & Helsinger Ron Diamond – Diamond Wealth Strategies 4
  • 5. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe ABOUT THIS WEBINAR: Goal Based Investing – Planning for Key Life Events 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. 5
  • 6. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe ABOUT THIS SERIES: Personal Finance & Investing Fundamentals 1.0 This webinar series is intended for the investor who wants to reduce “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). 6
  • 7. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe EPISODES IN THIS SERIES 1/24/19 Episode #1: Basic Investment Principles 101 - From Asset Allocations to Zero Coupon Bonds 2/21/19 Episode #2: Goal Based Investing- Planning for Key Life Events 3/21/19 Episode #3: The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency 7 Dates shown are premiere dates. All webinars will be available On Demand approximately 4 weeks after they premiere.
  • 8. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe EPISODE #2: GOAL BASED INVESTING – PLANNING FOR KEY LIFE EVENTS 8
  • 9. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe THE RISE OF AUTOMATIC ENROLLMENT Plan Sponsor Counsel of America annual survey, posted in Ben Steveran, “Thank Richard Thaler for Your Retirement Savings,” Bloomberg.com (visited July 9, 2018)
  • 10. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe SAVE MORE TOMORROW 2017 analysis of plan data by David Blanchett, of Morningstar Investment Management, posted in Ben Steveran, “Thank Richard Thaler for Your Reirement Savings,” Bloomberg.com (visited July 9, 2018)
  • 11. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe INVESTING VS. GOALS-BASED INVESTING ⚫ Is money a tool to improve life? ⚫ Or is life a tool to make money?
  • 12. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe INVESTING VS. GOALS-BASED INVESTING (cont'd) Those questions are important because: ⚫ There is a balance to be struck somewhere between work and life; ⚫ As wealth grows, the marginal utility of additional wealth tends to fall for most of us; ⚫ Future market returns are not knowable and not within your control; ⚫ Higher returns typically come at greater risk
  • 13. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe ORDINARY INVESTOR QUESTIONS ⚫ How can I maximize returns? ⚫ How did this portfolio perform last quarter/year/decade?
  • 14. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe GOAL-BASED INVESTOR QUESTIONS ⚫ What’s important to me? ⚫ What will it cost and when? ⚫ How do I maximize the likelihood that I’ll have the money I need for the things I care about?
  • 15. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe S.M.A.R.T. GOALS ⚫ Specific ⚫ Measurable ⚫ Attainable ⚫ Realistic ⚫ Timed
  • 16. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe MEETING LIFE GOALS – NOT RETURN NUMBERS Higher “potential” or “expected” returns are great, but: ⚫ “Expected” returns are not the returns you will “probably” get ⚫ They are merely the median point in a random distribution of possible return scenarios ⚫ Actual returns could be much better or much worse
  • 17. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe THE IMPORTANCE OF RISK ⚫ Future returns are highly uncertain in investing ⚫ Keeping the capital you start with is uncertain when investing ⚫ Higher “expected” returns tend to require taking more risk ⚫ The cost of higher “expected” returns often exceeds the risk of not meeting goals at all ⚫ “Goals-Based” investing elevates certainty in meeting goals over higher returns
  • 18. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe HOW DOES IT WORK? First and foremost, think carefully in identifying goals.
  • 19. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe PERSONAL GOALS: FOR THE INVESTOR ⚫ Retirement income (How much? When?) ⚫ Buying a home/paying off a mortgage ⚫ Debt freedom ⚫ Vacation home
  • 20. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe GOALS: FOR CHILDREN ⚫ Summer camp ⚫ Education (High School? College? Where? [better also ask “why?”]) ⚫ Permanent care for special needs children ⚫ Weddings/confirmations/Bar Mitzvahs/special events ⚫ Bequests
  • 21. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe GOALS: OTHER LIFE EVENTS Other life events commonly seen as financial goals include: ⚫ New cars (again, better ask “why?” especially if it is a Maserati) ⚫ Upgrades/remodels to home ⚫ Special trips
  • 22. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe WHAT RESOURCES? ⚫ Current savings and investments ⚫ Over what number of years? A time to sow, a time to reap. ⚫ Cash flow/ability to save ⚫ What insurance is in place? ⚫ Debt: A problem? How to address it?
  • 23. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe ON INSURANCE ⚫ What is in place? ⚫ Life ⚫ Disability ⚫ Long Term Care ⚫ Property and Casualty ⚫ How long? How much? Terms?
  • 24. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe ON INVESTMENTS ⚫ Target portfolio allocation ⚫ Test portfolio allocations with savings plan ⚫ Monte Carlo Simulations/Capital Market Assumptions/Volatility Assumptions ⚫ Consider costs ⚫ Focus on likelihood of goal attainment
  • 25. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe IMPLEMENTATION (THERE IS NO “TRY”) ⚫ Apply for insurance ⚫ Open accounts ⚫ Allocate investments ⚫ Implement automatic savings plan ⚫ Review and rebalance periodically
  • 26. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe MONITORING AND ADJUSTMENT ⚫ Periodically review performance ⚫ Re-evaluate goals. Have they changed? ⚫ Re-consider cash flow? Can you do more? ⚫ Re-run plan ⚫ Make adjustments ⚫ Savings rate ⚫ Anticipated timeframe ⚫ Portfolio allocation
  • 27. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe ABOUT THE FACULTY 2 7
  • 28. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe ARTHUR DOGLIONE – arthur@alphafiduciary.com Arthur is an industry veteran with more than 20 years’ experience working with high-net-worth clients. He has an extensive background in wealth management with particular expertise in portfolio management. Before establishing Alpha Fiduciary, Art was a Senior Vice President with Merrill Lynch where, prior to leaving in November 2006, had built his practice to be the largest of Merrill Lynch’s Arizona territory. Art founded Alpha Fiduciary in 2006, and has completed two acquisitions. The firm currently serves clients across many states as a fee-only Registered Investment Advisor (RIA). As president, Art has assembled a team of experienced, credentialed professionals at Alpha Fiduciary to execute on its mission of helping clients achieve their optimum financial life. The firm’s approach combines prudent financial planning with an investment style focused primarily on low-cost “passive” investment solutions. The Investment Committee also seeks to enhance returns or diversification of its passive portfolio by adding a smaller number of carefully selected actively managed funds. Alpha Fiduciary has a fiduciary responsibility to its clients, and this means you can be sure we only serve one master: our clients. 2 8
  • 29. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe ARTHUR DOGLIONE – arthur@alphafiduciary.com In addition, Art has taught a six-week wealth management course at UCLA Extension several times. This coursework was designed to educate investors by providing a framework whereby business principles are applied to the investment process, which in turn provides a greater understanding of the key areas of risk and performance that can shape investment returns. This education is founded in Art’s fiduciary focus and desire to improve the quality of the individual investors investment decisions. 2 9
  • 30. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe JAMES JONES – jamesalfredjones@verizon.net James A. Jones is the CEO and Founder of the Self-Directed IRA Investment Institute and Vice President of Business Development for Kingdom Trust Co. Invited to the White House Crowd funding Champions of Change, he is a nationally recognized Self-Directed IRA speaker, author and educator and Certified IRA Services Professional. Mr. Jones is regularly featured in the Wall Street Journal’s Market Watch, AccreditedInvestorMarkets.com and InvestorBeat.com, as well as a regular speaker at Crowd funding Industry Association events and NowStreet Wire Crowd funding Event Series presenting to industry record attending webinars with Morningstar and Key Partners on truly diversifying retirement plans though alternative assets in IRA’s and Solo 401K’s. James A. Jones works directly with IRA holders, as well as Crowd funding portals, Broker Dealers, Hedge Fund Managers, Tax Attorneys, CPA’s, Registered Investment Advisers, Family Offices and Real Estate firms and associations. He is the industry’s most published author offering the series “Retire Richer” core set with “Self-Directing Your Retirement”, “Self- Directed IRA Workbook”, the Industry’s first practical step-by-step guide in the process of investing in self-directed IRA’s, and “Self-Directed IRA – Prohibited Transactions”. Having spent over 20 years in financial services working for firms such as Merrill Lynch and Wells Fargo, Mr. Jones has Series 65, 7, 63, insurance and mortgage licenses as well as a graduate degree in Finance from Harvard University. 3 0
  • 31. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe JAMES JONES – jamesalfredjones@verizon.net James serves on the Board of the Crowd funding Intermediary Regulatory Advocates (CFIRA) and is the Co- Chair of the Investor Committee, is a Founding Member of the Crowd funding Professional Association and the Crowd funding Association of America. 3 1
  • 32. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe JONATHAN FRIEDLAND – jfriedland@financialpoise.com Jonathan Friedland is a partner with Sugar Felsenthal Grais & Helsinger. Jonathan P. Friedland is well recognized as a lawyer’s lawyer. Clients turn to Jonathan with their most challenging restructuring and business matters. In addition to counseling privately owned businesses in their acquisition and divestiture transactions, Jonathan is highly regarded for serving as outside general counsel to closely-held companies and their principals. In addition, he frequently serves as co-counsel to other law firms whose clients are facing financial distress. Jonathan’s practice is national, regional and local in scope. He is licensed to practice law in Arizona, Illinois, New Jersey and New York. Jonathan’s practice includes representing private equity funds and other investors in mergers and acquisitions activities. Additionally he advises clients about fiduciary duties and helps structure relationships between shareholders, LLC members and joint venturers. He counsels on succession planning, , employee matters and a host of other corporate matters. During the course of his representation, Jonathan is frequently engaged in negotiating loans and equipment leases and general contract issues. 3 2
  • 33. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe JONATHAN FRIEDLAND – jfriedland@financialpoise.com In his extensive restructuring and insolvency work, Jonathan as guided scores of companies through challenging financial situations, including Chapter 11, assignments for the benefit of creditors and out-of-court workouts. For over two decades, he has also represented buyers of distressed assets and creditors and creditor committees against distressed business. Jonathan is a highly regarded author, editor and speaker. He has authored more than 100 published articles in professional journals. He also has been profiled, interviewed and/or quoted in such publications as Buyouts Magazine, The M&A Journal, Inside Counsel, LAW360,Business Week.com, The Bankruptcy Strategist, Dow Jones Daily Bankruptcy Review; Dow Jones LBO Wire, and The Daily Deal. Jonathan is lead author of Strategic Alternatives for Distressed Businesses, and Commercial Bankruptcy Litigation treatises, published by West, and the general editor of A Comparison Shopping Guide for 363 Sales, published by the American Bankruptcy Institute. Jonathan is also the founder and chairman of DailyDAC, LLC, d/b/a Financial Poise™, an on-line provider of continuing education, information, and business intelligence for business owners, investors, and their trusted advisors. He is also on the editorial board of “The Corporate Counselor.” 3 3
  • 34. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe RON DIAMOND – ron@diamondwealthstrategies.com Diamond Wealth Strategies is the most comprehensive, holistic full service boutique advisory firmcatering exclusively to the many unique needs of 100 Single Family Offices ranging in size from $250 million to $20 billion. Diamond has a direct investment division that serves as an outsourced alternative assets platform (private equity, venture capital, real estate) for Family Offices that do not have a dedicated alternative assets team. This enables Family Offices to make direct investments in alternative assets without the high cost and inflexibility of traditional fund investing. Diamond has a Wealth Transfer division which reviews estate and gift tax planning objectives in consideration of the Family’s goals and objectives. In doing so, Diamond identifies strategies that may minimize transfer taxes such as gift, estate, and generation skipping taxes while meeting the Family’s planning objectives. The planning is typically in response to specific planning needs which may include transactional planning and structuring, sophisticated inter-generational wealth transfer considerations, wealth preservation, asset protection and distribution strategies and family gifting strategies. 3 4
  • 35. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe RON DIAMOND – ron@diamondwealthstrategies.com Diamond has an investment banking division which provides financial advisory services to middle market companies throughout the world, including institutional private placements of debt and equity, merger and acquisitions advisory, financial restructuring & corporate turnarounds, valuations and strategic consulting services all geared around the unique goals and objectives of Family Offices. Lastly, Diamond has a Philanthropy division The philanthropy division focuses on governance design that reflect founder and family intent, methods for identifying and engaging trustees, coaching and leadership training, next gen training and connection to family values, tools and learning agendas for strategic giving, legacy, capital, and global giving, giving during times of natural disasters and active conflict, and portfolio evaluation and results driven learning and planning. Mr. Diamond graduated Magna Cum Laude from Northwestern University with a degree in Economics.Following graduation, Mr. Diamond worked at Drexel Burnham Lambert working in high yield, investment banking, and money management. Following Drexel Burnham, Diamond became a Managing Director at Bear Stearns managing over $ 1 billion for high net worth individuals. 3 5
  • 36. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe RON DIAMOND – ron@diamondwealthstrategies.com After Bear Stearns, Diamond launched a $250 million hedge fund utilizing his proprietary trading strategy. He successfully ran the hedge fund for 10 years, beating the S & P index each year, and ultimately sold it to an institutional investment firm. Mr. Diamond is a frequent speaker at Family Office/ alternative investment conferences, has published numerous articles about various aspects of Family Offices and alternative investments, and is in the process of completing a book on Family Offices. He also sits on several Boards in both the private sector as well as the not for profit sector. 3 6
  • 37. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe QUESTIONS OR COMMENTS? If you have any questions about this webinar that you did not get to ask during the live premiere, or if you are watching this webinar On Demand, please do not hesitate to email us at info@financialpoise.com with any questions or comments you may have. Please include the name of the webinar in your email and we will do our best to provide a timely response. IMPORTANT NOTE: The material in this presentation is for general educational purposes only. It has been prepared primarily for attorneys and accountants for use in the pursuit of their continuing legal education and continuing professional education. 3 7
  • 38. Copyright © 2019 by DailyDAC, LLC d/b/a Financial Poise Webinars™ Receive our free weekly newsletter at www.financialpoise.com/subscribe ABOUT FINANCIAL POISE DailyDAC LLC, d/b/a Financial Poise™ provides continuing education to attorneys, accountants, business owners and executives, and investors. Its websites, webinars, and books provide Plain English, entertaining, explanations about legal, financial, and other subjects of interest to these audiences. Visit us at www.financialpoise.com. 3 8 Our free weekly newsletter, Financial Poise Weekly, updates you on new articles published on our Website and Upcoming Webinars you may be interested in. To join our email list, send an email to info@financialpoise.com with “Subscribe to email list” in the subject line. Or add yourself by going to: https://www.financialpoise.com/newsletter/ Email addresses are never sold to or shared with third parties.