Managing Your Total Net Worth from the Top Down, Including Active and Passive Investing
Thursday, December 13, 2012 from 6:30 PM to 9:00 PM (PST)
Yorba Linda, CA
Many people find financial terms confusing and sometimes even intimidating. But understanding these concepts is easier than you probably think — and very important. One financial term you'll encounter again and again, whether you're applying for a line of credit, trying to arrange a mortgage or requesting financial aid for college, is your net worth. Everyone has a net worth, and managing your net worth is essential to your well being!
Here is what you will learn:
1. What is your net worth and how to get it?
2. How do I make my investment decisions from the top down?
3. Managing from the top down year after year?
Guest Speaker: Christina L. Suter
Christina brings two decades of real-world experience as a small business owner and real estate investor. She developed her extensive financial and operational skills firsthand as she faced and overcame each difficulty that appeared along the way. As a result, she has successfully purchased, managed and sold over 15 million in personal investments.
In 2000, Christina made the decision to leverage her experience into helping other small business owners and property owners through a consulting practice that works the way an entrepreneur works, dealing with the pressing problems of an investment on the ground level and in real time. Since then, she has supported numerous investors throughout southern California and the western United States accounting for over 100 million in assets and has helped owners move beyond surviving to thriving.
Christina's solid background and education--including a Bachelors in Business, an Associates in Teaching and a Masters in Psychology--strongly influence her work with her clients. Not only does she have a keen insight into what will make or break the success of client's investment, but she can teach the skills you need to keep you going forward. And she does this in a warm, supportive, non-judgmental way that is always highly respectful of your personal values.
Sense Financial is one of the market's leading Checkbook IRA and Solo 401(k) Facilitator. We educate and equip individuals, families and business owners to exercise wise stewardship over their finances. www.SenseFinancial.com
The Solo 401(k) and Checkbook IRA: Our products have helped hundreds of families plan for their future. Sense Financial Services provides the solutions for financial freedom.
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