Free Financial Topics in Washington D.C.
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Even if you’re financially stable, have you ever thought about your savings and felt some mixture of worry, regret, or distance? Such feelings can cause massive stress, and it’s one of the key reasons why people make panicked investment decisions. That’s why it’s so critical to change your mindset about investing. MORE >In this talk, I cover the importance of achieving a growth-mindset about money. I want the audience to say "goodbye" to viewing their nest egg as a burden. Instead, I'll have people see their savings for what they are: assets that can help you build even greater wealth.
And once you learn a growth-mindset about money, you’ll find so many possibilities to generate wealth for years to come.
Free financial seminar and workshop covers: Retirement, Life Insurance, Tax Free Income, Principal Protection, Social Security Maximization
Do you really need a Last Will and Testament? What is a trust? What are the documents needed to protect you and your loved ones in case of incapacity? Learn what you need, how to find a lawyer, and how much it will likely cost to get an estate plan.
Of course, you know procrastination doesn't forestall the inevitable; it just means you will be unprepared. We know life is full of change and that all of us face end-of-life issues. To help prepare for a good death, here are some questions to consider with your loved ones, friends and advisors.
In this talk, I cover the importance of growing your assets safely and responsibly. Everyone knows to save for retirement. But often, even affluent individuals and families aren’t convinced they’re on the right track. That’s because most financial advice focuses on playing defense. But when it comes to investing, a good offense is a FAR better choice. MORE >These days, it's not enough to buy "safe" low-yielding investments or ETFs and hope for the best. That's because, with people living longer and pensions getting cut, you run the risk of outliving your savings.
We'll cover the broad strokes of what it means to diversify and invest for growth. This talk will be suitable for novice investors and advanced alike, since we'll be covering concepts that anyone can learn.