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
Anyone interested in optimizing their finances
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
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®).