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… Read More
Panelists:
Jonathan Friedland
Jonathan Friedland, a senior partner with Sugar Felsenthal Grais & Helsinger, LLP, views his job simply: to make money for clients whenever possible and to protect their interests at every… 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