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


The accompanying slides are available to view for free by clicking the “On Demand” button below.

Planning to buy your first house, send your child to college, take care of your elderly parents, or plan for your own retirement?  – these are examples of some specific events one may save for.  Goals-based investing (also known, in its most basic form, as the “envelope system”) is an investment strategy where performance is measured by the success of investments in meeting specific personal and lifestyle goals rather than meeting some specified investment benchmark.  Join Financial Poise faculty as they explain, in plain English, the pros and cons of goals based investing and ways it may make sense to incorporate the strategy into your own financial planning.

Principal Audience: Investors

Partner: Financial Poise, ChamberWise, West LegalEdcenter

Meet the Panel:

Jonathan Friedland

Jonathan Friedland, a senior 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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