There are certain fundamental concepts and terms that every investor should understand. This webinar covers many of them. Some of the many covered: accredited investor; annuity; asset allocation; bonds (including zero coupon bond); capital gain; compound interest; defined benefit v. defined contribution plan; diversification; inflation; IRA (Traditional v. Roth); Modern Portfolio Theory; mutual fund; net worth; P/E ratio; stock; Prime Rate; rebalancing; registered investment advisor; umbrella insurance; whole life v. term insurance; yield.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/investment-principles-101-2019/
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Basic Investment Principles 101: From Asset Allocation to Zero Coupon Bonds (Series: Personal Finance & Investing Fundamentals 1.0)
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2. Practical and entertaining education for
attorneys, accountants, business owners and
executives, and investors.
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3. The material in this webinar is for informational purposes only. It should not be considered legal,
financial or other professional advice. You should consult with an attorney or other appropriate
professional to determine what may be best for your individual needs. While Financial Poise™
takes reasonable steps to ensure that information it publishes is accurate, Financial Poise™
makes no guaranty in this regard.
While Financial Poise is happy to make this PowerPoint freely available to all, the reader is
cautioned that it was created for use as part of a webinar that featured an extensive verbal
discussion of the topics addressed in the PowerPoint. It was not designed to be read by
itself. Financial Poise webinars can be purchased at www.financialpoise.com. You may also
receive offers for free webinars by subscribing to Financial Poise's DACyak, a free weekly
newsletter.
DISCLAIMER
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4. MEET THE FACULTY
MODERATOR:
Arthur T. Doglione Alpha Fiduciary
PANELISTS:
Christopher Cahill Lowis & Gellen LLP
Benoit J.P. Flammang Beninvest & Associates LL
Michael Terrien West Loop Financial LLC
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5. ABOUT THIS WEBINAR
There are certain fundamental concepts and terms that every investor should understand. This webinar
covers many of them. Some of the many covered: accredited investor; annuity; asset allocation; bonds
(including zero coupon bond); capital gain; compound interest; defined benefit v. defined contribution
plan; diversification; inflation; IRA (Traditional v. Roth); Modern Portfolio Theory; mutual fund; net
worth; P/E ratio; stock; Prime Rate; rebalancing; registered investment advisor; umbrella insurance;
whole life v. term insurance; yield.
This webinar is delivered in Plain English, understandable to you even if you do not have a
background in the subject. It brings you into an engaging, even sometimes humorous, conversation
designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone
webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.
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6. ABOUT THIS SERIES
This webinar series is intended for the investor who wants to reduce “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).
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.
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7. Dates shown are premiere dates; all episodes will be available on demand after
their premiere date.
EPISODES IN THIS SERIES
Episode #1 Basic Investment Principles 101 - From Asset Allocations 1/24/19
to Zero Coupon Bonds
Episode #2 Goal Based Investing- Planning for Key Life Events 2/21/19
Episode #3 The Legal & Tax Aspect of Investing: Asset Protection; 3/21/19
Estate Planning, and Tax Efficiency
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49. To receive Financial Poise’s DACyak, our free weekly e-newsletter,
just send an email to:
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Please add the message, “Subscribe Please” to your email, or add
yourself by going to:
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Subscribers are eligible to receive discounts and giveaways from time to time,
and subscriber emails are never sold to or shared with third parties. 49
50. About Financial Poise™
www.financialpoise.com
DailyDAC LLC, d/b/a Financial Poise™ provides continuing education to
attorneys, accountants, business owners and executives, and investors. Its
websites, webinars, and books provide Plain English, entertaining,
explanations about legal, financial, and other subjects of interest to these
audiences.
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