Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

INVESTING BASICS 2018


Options for the Accredited Investor

Famed law firm founder Joseph Flom would say, “You can’t go broke buying options.” Why should that not be true for Accredited Investors investing in private securities? Well, the genius of the crowds of traders and analysts do make price discovery more reliable in public securities markets, and that dynamic is mainly absent among private securities. And on what platforms might such options be traded? How would this work?

Options for the Accredited Investor

Advanced Investing Topics: Unicorns and Pre-Unicorn Scalable Private Company Propositions

Goodness knows that we have not seen the last of genus Unicornus – those scalable startup private companies that achieve valuations of greater than $1 billion. How does one get in on this without casting one’s hard-earned or invested wealth to the four winds? This webinar looks at how angels and venture capital investors go about choosing investment targets and how such choices might fit into a non-professional investor’s portfolio.


The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency

We always hear that estate taxes are avoided by wealthy people with savvy advisors, and we sometimes are told that such taxes fall hardest on less savvy owners of family businesses. Well, legal and tax savvy pays off for anyone gathering assets for any purpose, including long-term goals like estate planning and asset protection.

How not to be penny-wise and pound foolish – this webinar discusses this, and much more.


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.


Basic Investment Principles 101 – From Asset Allocations to Zero Coupon Bonds

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.