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Managing Your Total Net Worth from the Top Down, Including Active and Passive Investing

Sense Financial

Thursday, December 13, 2012 from 6:30 PM to 9:00 PM (PST)

Managing Your Total Net Worth from the Top Down,...

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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?

  • What is my net worth vs. what do I really have to invest? IRA, CD, Stocks, Cash
  • Lifestyle vs. capital
  • Now I know exactly how much I can invest!

2. How do I make my investment decisions from the top down?

  • It is more than just numbers, it is personality and lifestyle and diversification?
  • What types of investment work for me? Passive, Active, Notes?
  • How do I distribute my capital?

3. Managing from the top down year after year?

  • Life Changes
  • Age Changes
  • Investment Cycles

Guest Speaker: Christina L. Suter

Christina L. SuterChristina 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.

Have questions about Managing Your Total Net Worth from the Top Down, Including Active and Passive Investing? Contact Sense Financial

When & Where


Sense Financial Corporate Office (upstairs meeting room)
22600 Savi Ranch Pkwy
Yorba Linda, CA 92887

Thursday, December 13, 2012 from 6:30 PM to 9:00 PM (PST)


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Organizer

Sense Financial

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

Mission
To help our clients achieve financial freedom by following proven Biblical principles of financial planning and investing.
Company Overview
The Solo 401(k) and Checkbook IRA from SENSE FINANCIAL are viable solutions that allow investment into virtually any asset including real estate, provide “Checkbook Control” over a client’s retirement account and minimize or eliminate custodian fees.
 
Our company was founded to assist families with planning for their future. The concepts we teach are based on proven Biblical principles that make sense:
  • Set goals – “Good planning and hard work lead to prosperity.” Proverbs 21:5
  • Get out of debt – “The borrower is servant to the lender.” Proverbs 22:7
  • Invest for the future – “The wise man saves for the future, but the foolish man spends whatever he gets.” Proverbs 21:20
  • Diversify your investments – “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.” Ecclesiastes 11:2
  • Prepare for unexpected – "A sensible man watches for problems ahead and prepares to meet them.” Proverbs 27:12 

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.

Contact: (949) 228-9394
 
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