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Financial Poise™ Announces “Investing Basics 2018: The Legal & Tax Aspect of Investing," a Webinar Premiering August 14, 2018 at 2:00 PM CST through West LegalEdcenter

  (August 10, 2018)
Financial Poise™ Announces “Investing Basics 2018: The Legal & Tax Aspect of Investing," a Webinar Premiering August 14, 2018 at 2:00 PM CST through West LegalEdcenter

The Financial Poise INVESTING BASICS 2018 webinar series is intended for the investor who wants to reduce the “unknown unknowns" of investing.

First, a refresher on asset allocation and portfolio theory, i.e., how to array your investments to produce reliable returns over time and temper potential losses. Then two episodes on the “why?" of investing – the goals one pursues, such as financing family events, retirement, and the fate of your assets when you meet your Maker or Makers or fade to black or whatever. Tax and legal and investment professionals have their uses, but you get more from them when you know what questions to ask and what information to insist on receiving. The final two episodes turn topical, taking up special topics, including options and private securities (as well as public securities).

The third episode of the series, The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency, airs on August 14th at 2:00 PM CST (Register Here) and features Moderator Christopher Cahill of Lowis & Gellen LLP. He is joined by Allan Epstein of Lopata, Flegel & Company LLC, Jay Pollack of Laurus Strategies for Wealth, and Jeff Shelley of Sugar Felsenthal Grais & Helsinger.



We always hear that estate taxes are avoided by wealthy people with savvy advisors, and we sometimes are told that such taxes fall hardest on less savvy owners of family businesses. Well, legal and tax savvy pays off for anyone gathering assets for any purpose, including long-term goals like estate planning and asset protection. How not to be penny-wise and pound foolish – this webinar discusses this, and much more.

The INVESTING BASICS 2018 webinar series is produced by Financial Poise.™ Future episodes in the series include "Advanced Investing Topics: Unicorns and Pre-Unicorn Scalable Private Company Propositions," airing on September 25th and "Options for the Accredited Investor," airing on October 23rd. Each episode airs at 2:00 PM CST. All episodes premiere live through West LegalEdCenter and then are made available on-demand.

As with every Financial Poise Webinar, each episode is delivered in Plain English understandable to investors, business owners, and executives without much background in these areas, yet is also valuable to attorneys, accountants, and other seasoned professionals. And, as with every Financial Poise Webinar, each episode brings you into engaging, sometimes humorous, conversations designed to entertain as it teaches. Each episode in the series is designed to be viewed independently of the other episodes, so that participants will enhance their knowledge of this area whether they attend one, some, or all episodes.

About Financial Poise™

Financial Poise™ has one mission: to provide reliable plain English business, financial and legal education to individual investors and private business owners. Financial Poise™ content is created by seasoned, respected experts who are invited to join our Faculty only after being recommended by current Faculty Members. Our editorial staff then works to make sure that all content is easily digestible. Financial Poise™ is a meritocracy; nobody can “buy" her way onto the Financial Poise Faculty.™ Start learning today at https://www.financialpoise.com/

Read the full story at https://www.prweb.com/releases/financial_poise_announces_investing_basics_2018_the_legal_tax_aspect_of_investing_a_webinar_premiering_august_14_2018_at_2_00_pm_cst_through_west_legaledcenter/prweb15686317.htm.


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