Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

Goal Based Investing- Planning for Key Life Events

Series: INVESTING BASICS 2018

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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.

Principal Audience: Attorneys and Advisors, Business Owners and Executives, Investors

Partner: ChamberWise, West LegalEdcenter


Meet the Panel:


Christopher Cahill

Mr. Cahill is Head of the Bankruptcy and Restructuring Practice Group ...

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Jonathan Friedland

Jonathan Friedland is a partner with Sugar Felsenthal Grais & ...

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Michael Terrien

Michael S. Terrien is the founder and Managing Member of ...

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Yuen Yung

As CEO of Casoro Capital, Yuen Yung is responsible for ...

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