TOPIC: A Framework To Increase Your Wealth
PRESENTER: Jamie List
LEARNING OBJECTIVES:
Jamie’s presentation delivers a framework for making optimal investment decisions relative to your goals, and how find the best investment structure for you and your family. You will leave the session with an understanding of the following:
* Recognize the difference between Investing and Speculating
* Explore the entire investment solutions set available to investors
* Recognize whether you are in the right advisory relationship for your goals