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

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Goal Based Investing- Planning for Key Life Events

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Webinar Description:

To view the slides that accompany this webinar, visit: Series: INVESTING BASICS 2016 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: Accredited Investors Partner: Accredited Investor Markets, ChamberWise, West LegalEdcenter

Webinar Slides:

Slides for this webinar, and all Financial Poise webinars, are free to view. The reader is cautioned, however, that the true value of Financial Poise webinars is the conversation, not the slides. All slides are copyrighted and may not be reproduced without written permission from Financial Poise.