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: PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0 - 2019

Goal Base 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.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.

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

Partner: ChamberWise, Financial Poise, West LegalEdcenter


Meet the Panel:


Arthur T. Doglione

Arthur is an industry veteran with more than 20 years’ ...

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James A. Jones

James A. Jones is the CEO and Founder of the ...

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Jonathan Friedland

Jonathan Friedland, a senior partner with Sugar Felsenthal Grais & ...

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Ron Diamond

Diamond Wealth Strategies is the most comprehensive, holistic full service ...

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