Savings and Investment Strategies
Date: October 20, 2021 at 6PM
Speakers:
Joseph M. Sciabica, ChFC, CFP
Managing Director
Wealth Advisory Group LLC
Bina Patel
Financial Representative and Managing Associate
Wealth Advisory Group LLC
Educational Objectives:
- To analyze the impact of one’s rate of return on investments versus an appropriate savings rate
- To identify areas in one’s life where money is wasted, and how to measure the real cost of that on one’s wealth building effort
- To gain a better understanding of how financial markets work, and how to become a better investor
- To understand how the costs of investing impact one’s overall results
- To understand that there is a hierarchy regarding how you should manage your income, and how you can implement that in your own life to achieve financial balance and security
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