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Fun-ancials – Six Entertaining Essentials to Financial Planning

Toni Patillo & Associates

Wednesday, January 22, 2014 from 12:45 PM to 2:15 PM (PST)

Fun-ancials – Six Entertaining Essentials to Financial...

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Type Remaining End Quantity
Lunch-N-Learn - FUN-ancials 48 Tickets Ended Free  

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Event Details

Lunch-N-Learn 

 Fun-ancials – Six Entertaining Essentials to Financial Planning

It's the little things...

 

Join me, Toni Patillo, along with Adam Scott, a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Westside Investment Management, LLC for an entertaining and informative hour of financial fun. He’ll be speaking about.. 

 

  1. Starbucks economics and how to be rich, (or at least not poor.)

  2. 7% return – is it a myth?

  3. "Guaranteed Wealth"- or at least the myth. 

  4. "Free Money" and how to get it.

  5. The Funny Thing about Taxes and how to avoid them.

  6. Bubblemania- the most important lesson of all. 

 

Adam Scott is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Westside Investment Management, LLC located at 2444 Wilshire Boulevard Suite 303
Santa Monica, CA 90403
. Adam received an honors degree in Economics from Bristol University in the UK, and worked as a Commodity Trader for Donaldson, Lufkin and Jenrette in the city of London. He then worked in the entertainment industry before joining Westside Investment Management. Adam focusses on Technology and Entertainment Industry Entrepreneurs, Executives and Creatives. Adam is the Financial Planning Specialist on the Call Toni Real Estate Show on KTLK AM1150 with his segment Adam's Personal FUN-ance which aims to entertain and educate.

Adam holds the General Securities Representative (Series 7) and Investment Advisor Representative (Series 66) securities registrations.  Adam is a financial advisor with, and securities are offered through LPL Financial, Member FINRA/SIPC.

Adam, and his wife, Cynthia, who is a Director of Development for UCLA, live in the beautiful mountain community of Topanga, California, with their daughter, Elizabeth. Their two sons are at college on the East Coast: Julian at Amherst College, and Oliver at North Eastern in Boston. Adam is also the Southern California Alumni Organizer for his U.K. Alma Mater, Bristol University.
 

Who should attend:

  • Anyone who wants to take steps in an effort to improve their financial standing!

 

The workshop will take place on the following:

  • Date: Wednesday, January 22, 2014
  • Time: 12:45pm - 2:15pm
  • Location: Keller Williams Santa Monica, 2701 Ocean Park Blvd. #140, Santa Monica, CA 90405 / Market Center Training Room


SEATING IS VERY LIMITED – RESERVE YOUR SPACE TODAY!

Have questions about Fun-ancials – Six Entertaining Essentials to Financial Planning? Contact Toni Patillo & Associates

When & Where


Keller Williams Market Center
2701 Ocean Park Blvd. #140
Santa Monica, CA 90405

Wednesday, January 22, 2014 from 12:45 PM to 2:15 PM (PST)


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Organizer

Toni Patillo & Associates

Toni Patillo and Associates is a real estate company nationally recognized for its expertise in the liquidation of properties for homeowners who are selling due to particular circumstances. In addition to standard sales and purchases, the company has a specific niche in Probate and Trust sales, Bankruptcy, Divorce, Pre-Foreclosure liquidations and Senior Transition sales. Toni holds multiple certifications in these areas. 

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Fun-ancials – Six Entertaining Essentials to Financial Planning
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