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

PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0


The Legal & Tax Aspect of Investing: Estate Planning, Risk Mitigation and Tax Efficiency

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

This webinar covers the tax treatment of different types of investment accounts, and the use of tax efficient investment vehicles to minimize taxes.  It also addresses the use of estate planning strategies to minimize both income and estate taxes, as well as basic legitimate asset protection methods.


Goal Based Investing: Planning for Key Life Events

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

This webinar addresses the differences between goals based investing and returns driven investing.  It takes a deeper dive into the tools and processes used in goals based investing, as well as the rationale for focusing on goals based investing rather than return driven investing.  In doing so it focuses on the role of risk in making investment decisions and plans.


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

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

This webinar covers the vocabulary of basic investing topics.  It provides a basic foundational understanding of different types of investments, different types of investment accounts and the tax attributes of each, different investment philosophies and styles and different types of investment advisors and advisory arrangements.