video seminars provide investors strictly educational and motivational content regarding the essential elements related to investing. Due to legal and regulatory constraints, NO specific investments are suggested or recommended.
The BUILDING WEALTH EDITION video seminar contains five parts entitled; Savings, Financial Industry, Investments, Behavioral Finance, and Risk & Investments Management. This video seminar’s target audience are the 20 – 50 year old working Investors who contribute to company 401K, 403B, 457B, and individual IRA plans. The cost for the video seminar and all the supporting material is $50. Please view the introductory YouTube video by using the following green link above the picture.
The PRE/POST RETIREMENT EDITION video seminar contains four sessions entitled; Financial Industry, Investments, Behavioral Finance, and Risk & Investments Management. This video seminar’s target audience are the 50 – 100 year old working Investors who are nearing retirement or already retired Investors. The cost for the video seminar and all the supporting material is $150. Please view the introductory YouTube session videos by using the following blue links above the pictures.
Session #1: FINANCIAL INDUSTRY
Session #2: INVESTMENTS
Session #3: BEHAVIORAL FINANCE
Session #4: RISK & INVESTMENTS MANAGEMENT
NO SALES ACTIVITY, FOR EITHER INVESTMENT PRODUCTS OR MANAGEMENT, IS ASSOCIATED WITH THESE VIDEO SEMINARS.
Today, very busy lifestyles contribute toward many individual’s lack of motivation (coupled with fears of the unknown and investing mistakes) to address the needs of long-term financial planning and the associated appropriate investing of retirement monies. The information and tools contained in each video seminar will enable investors to confront their fears, self-motivate, and confidently learn to appropriately manage their investment monies, either through other Financial Professionals or self-directed. Every Investor is ultimately responsible for their financial future.
With these video seminars, PDF documents are included of all the slides, audio files, and white papers, as well as interactive excel spreadsheets. All the material is free for unrestricted use by the purchaser and provided digitally (no paper copies).
Dissemination of seminar content and associated material is prohibited.
Purchaser/Investor assumes all responsibility.
In today’s environment, the responsibilities for Investor’s financial retirement outcome and security are being thrust upon most individuals through 401K type plans in the workplace and subsequent rollovers to IRAs in retirement. There has been little regard for the willingness and capabilities of individual Investors to adequately and successfully accomplish the extremely important tasks of investment analysis, allocation, and performance evaluation related to their retirement goals. Assistance from the Financial Industry often comes at a large expense with questionable benefits.
These video seminars are unique and powerful assets for all individual Investors, either with their 401Ks, IRAs, and brokerage accounts or retirees on Social Security with supplemental portfolios, to learn, apply, and strengthen their investing expertise.