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


You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

This webinar addresses the differences between goals based investing and returns driven investing.  It takes a deeper dive into the tools and processes used in goals based investing, as well as the rationale for focusing on goals based investing rather than return driven investing.  In doing so it focuses on the role of risk in making investment decisions and plans.

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

Partner: ChamberWise, West LegalEdcenter

Meet the Panel:

Matt Graffagnino

Matt has more than seven years of financial planning experience. ...

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Michael Terrien

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

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Tad Gray

Tad Gray, CFP®, CIMA® is a Relationship Manager of Financial ...

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