<
Financial Poise
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.


Webinar Faculty

Moderator:

Christopher Cahill
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

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

No Headshot Available
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

No Headshot Available
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

Like what you just read?

Then sign up to receive our weekly Financial Poise newsletter, our take on the most relevant and topical business, financial and legal issues affecting investors and small business owners.

Always Plain English. Always Objective. Always FREE.

>