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Investing Basics - Goal Based Investing

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.

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Webinar Faculty

Moderator:

Christopher Cahill
Christopher Cahill

Mr. Cahill is partner at Sugar Felsenthal Grais & Helsinger LLP, in Chicago, Illinois. He guides secured lenders, creditors, debtors, creditors’ committees, potential purchasers and others through bankruptcy cases, out-of-court workouts,… Read More

Panelists:

Jonathan Friedland
Jonathan Friedland

Jonathan Friedland is a senior partner in Sugar Felsenthal Grais & Helsinger LLP’s Chicago office. He is ranked AV® Preeminent™ by Martindale.com, has been repeatedly recognized as a “SuperLawyer”, by Leading… Read More

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Michael Terrien

Michael S. Terrien is the founder and Managing Member of West Loop Financial LLC (WLF). WLF is a registered investment advisor (RIA) committed to disciplined, evidence-based investing and personalized, comprehensive… Read More

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Yuen Yung

As CEO of Casoro Capital, Yuen Yung is responsible for the overall leadership of operations including business development and investor relations. Yuen specializes in structuring investments that are suitable, attractive,… Read More

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