Making the Most of What You Make: Achieving Your Financial Goals and Building Wealth

When
Event has passed (Wed Jan 31, 2018 - Wed Jan 31, 2018)
Where
Galvanize
Time
06:00 PM
Tags
Community
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Description


Making the Most of What You Make: Achieving Your Financial Goals and Building Wealth

About this workshop:
You will learn the necessary steps to help you achieve your financial goals and grow your long-term wealth.
You Will Learn:


The importance of having a financial plan that works for your unique situation


Why your financial plan must adapt to changing circumstances


The need to coordinate business and personal assets in an entrepreneur’s financial plan


How different assumptions about future scenarios can make a big difference


How to harness the power of compound returns


Approaches to strategically and tactically mitigating risks


How to navigate today's investment environment


Prioritizing investments for your goals, your future, and yourself


Ways to adjust to the new tax rules, and implications for entrepreneurs


How to use tax-advantaged accounts to grow long-term investments


Exit strategies for concentrated business interests


Target Audience:


Entrepreneurs


Business Leaders


Tech Founders


Venture Capitalists


Data Scientists


Young Professionals


Anyone interested in optimizing their finances


Workshop Schedule:


Introduction - 5 minutes


Presentation on Making the Most of What You Make - 20 minutes


Focused Discussion: Financial Planning for Entrepreneurs and Business Leaders - 15 minutes


Open Q&A - 10 to 15 minutes


Networking


Meet the Speaker:
Ben Lake, CFA®, CFP® is an Investment Strategist and Co-Portfolio Manager of Multi-Asset Strategies at Lake Partners. Ben is the co-portfolio manager of the firm’s multi-asset growth, income, and alternative portfolios utilizing mutual funds and ETFs. Ben has a leadership role in investment research and private client services for the firm.
Prior to joining Lake Partners in 2012, Ben was an Associate at Casey Quirk & Associates LLC, a management consulting firm focused on the investment industry, where he was involved in analyzing business trends, financial modeling, and due diligence. Previously, Ben was an Analyst with the macro team at Pacific Epoch, an investment research firm in Shanghai, China, where he produced reports on China's monetary policies, economic trends, and various business sectors, including automobiles, steel, dry bulk shipping, and quick service restaurants.
Ben graduated from Northwestern University in 2009, receiving a Bachelor of Arts with honors in Asian and Middle Eastern Language and Civilization with a concentration in China and a minor in Economics. Ben is fluent in Mandarin. He is a CFA® charterholder and is an active member of the New York Society of Security Analysts. He is also a Certified Financial Planner (CFP®).



Prerequisites:
No prerequisite

Location

location
  1. Galvanize 44 Tehama Street, San Francisco, CA