A full-day 8 hour expansive course in wealth management, lunch, snacks, dinner along with live music & relaxing & spa time, overnight accommodation, and next-day breakfast.
Presented by Sam Amir-Ebrahimi a previous Senior Vice President of Investments for the largest financial companies in the USA such as Merrill Lynch and Prudential Securities since 1986 with 40 years of experience in the world high-level financial arena.
Invest with knowledge, confidence and reduce your risk of investments and preserve your principal.
All the assets that we have accumulated during our lifetime every day are exposed to the economic circumstances and conditions (or environment) from our real estate to our retirement accounts which are our nest eggs.
Inflation has been the biggest hurdle in today's economic atmosphere and the interest rates are now at the highest level in the past 22 years, especially after the last FOMC meeting that the chair of the USA central bank increased the Fed fund rate by 1/4% to 5.5%.
In our workshop, we look at the ways to reduce risk and preserve our assets and have moderate growth to beat inflation and recession when it appears.
We look at the risk and rewards of each investment from real estate to all the derivatives of the stock markets such as Stocks, Bonds, Mutual funds, Retirement accounts, Tax consequences, and the risks and rewards of each so that you'll know what risk you take when investing.
We explain all the existing alternatives and once you leave our one-day workshop you will feel more confident and in control of your assets and investments and have a better ease of mind.
Due to the limited capacity of our center we recommend to RSVP as soon as possible so that you'll learn all about our experiences and know how to protect your principles and keep up with the inflation or recession in this volatile economic environment worldwide.
13:00-14:00 Lunch & Trail Walk
17:00-17:30 Tea Break
19:30-20:30 Dinner & Music
20:30-23:30 Spa & Relaxation