In just over an hour, you will learn everything you need to know to manage your own investment plan.Topics covered include the following:
=> Your 2 saving & investing priorities
=> The assets you can invest in
=> The 3 key principles of investing
=> Available investment vehicle choices
=> The 5 steps to creating & managing your investment plan.
With this knowledge, you'll be prepared to save and invest effectively toward your financial goals. You will also likely realize that you do not need to pay for the help of a "financial advisor" - you'll be able to handle your financial life yourself.
Invest the hour of time, and take control of your investing!
I spent 20 years advising clients on their investments, stock options & RSUs, taxes, insurance, financial planning, and estate planning.
I have an undergraduate degree in economics from California State University, and an MBA from Cornell University where my studies focused on Asset Management
I earned my CFP Professional designation in 2002, and am a former CIMA (Certified Investment Management Consultant), as well as a CAP and CLU.