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.

Webinar Faculty

Moderator:

Christopher Cahill

Mr. Cahill is Head of the Bankruptcy and Restructuring Practice Group at Lowis & Gellen LLP, in Chicago, Illinois. He guides secured lenders, creditors, debtors, creditors’ committees, potential purchasers and others through… Read More

Panelists:

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

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

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

Relevant Articles:

• Money Basics Series – Part 1: How to Read Your Credit Report and Choose Bank Services
• Money Basics Series – Part 2: A Painless System of Budgeting
• Money Basics Series – Part 3: Debt Management and Credit Card Spending
• Money Basics Series – Part 4: Medical Debt and Overwhelming Financial Matters
• Money Basics Series – Part 5: Is Your Relationship Ready for a Joint Account?
• Money Basics Series – Part 6: Protect Assets and Your Future Nest Egg