Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.
Share this page:
FacebookTwitterLinkedIn

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 financial planning designed to help clients build their tomorrows while guarding against the pitfalls on the road today and in the future.  West Loop Financial is a member of The BAM Alliance (BAM), a nationwide network of like-minded advisors.  Mr. Terrien brings the intensive commitment to client service and attention to detail developed over a legal career spanning more than 20 years to West Loop Financial.

Webinars:

Alpha, Beta & Stock Picking

Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 2.0

You can view the accompanying slideshow for free by...

Premiere Date: 09/26/2017 11:00am

Learn More »

The Legal & Tax Aspect of Investing: Estate Planning, Risk Mitigation and Tax Efficiency

Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0

You can view the accompanying slideshow for free by...

Premiere Date: 05/08/2017 2:00pm

Learn More »

Goal Based Investing: Planning for Key Life Events

Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0

You can view the accompanying slideshow for free by...

Premiere Date: 04/03/2017 2:00pm

Learn More »

Basic Investment Principles 101: From Asset Allocations to Zero Coupon Bonds

Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0

You can view the accompanying slideshow for free by...

Premiere Date: 01/30/2017 2:00pm

Learn More »

The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency

Series: INVESTING BASICS 2016

The accompanying slides are available to view for free...

Premiere Date: 03/17/2016 11:00am

Learn More »

Goal Based Investing- Planning for Key Life Events

Series: INVESTING BASICS 2016

The accompanying slides are available to view for free...

Premiere Date: 02/22/2016 11:00am

Learn More »