Financial Poise
Personal Finance Investing 2019 - Goal Based Investing

Goal Based Investing- Planning for Key Life Events 2019

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:

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Arthur T. Doglione

Arthur is an industry veteran with more than 20 years’ experience working with high-net-worth clients. He has an extensive background in wealth management with particular expertise in portfolio management. Before… Read More

Panelists:

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James A. Jones

James A. Jones is the CEO and Founder of the Self-Directed IRA Investment Institute and Vice President of Business Development for Kingdom Trust Co. Invited to the White House Crowd… Read More

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

Ron Diamond
Ron Diamond

Longtime investor and entrepreneur Ronald Diamond is the Founder and Chairman of Diamond Wealth Strategies. He represents 100 single Family Offices ranging in size from $250 million to $30 billion. … Read More

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