In this video Charles Weeks and Paul Savini of Barrister discuss Investing.The presentation begins with the Investment Process – Risk Profiling, Portfolio Construction then ongoing Portfolio Management. Paul and Charles then cover how our behaviors impact our long-term investment returns and how investing fits into our financial … Read On ›
In this video Charles Weeks and Paul Savini of Barrister explain the basics of a Financial Plan. Topics covered include; Insurance, Estate Planning, Financial Statements, Good/Bad Debt and Saving for Long-Term Goals. This lesson will serve as the foundation for future lessons which will focus on each … Read On ›
In this video Charles Weeks and Paul Savini of Barrister explain the basics of Insurance.Insurance topics covered include; Homeowner’s, Renter’s, Valuables, Auto, Health, Disability, Life, Long Term Care and Liability. Click here to view the webinar https://www.youtube.com/watch?v=5gXoUMKy3h8 Accesso Club proudly supports our tenant businesses. This FREE webinar is presented by: Read On ›
In this video, Charles Weeks and Paul Savini of Barrister explain why financial statements are one of the most important parts of financial planning.They will review what is included in a Balance Sheet and Income Statement and their impact on your financial health. Click here to view the … Read On ›
In this video, Charles Weeks and Paul Savini of Barrister discuss Cash and Debt Management.This talk focuses on how much you should hold in an Emergency Fund, where to keep it deposited and what to do when you have more cash than necessary. Also, they cover good … Read On ›
In this video Charles Weeks and Paul Savini of Barrister introduce Retirement Planning.This talk focuses on how to calculate how much you will need to retire, and the various variables that can impact that amount. Also, they touch on Social Security, Medicare and Long-Term Care. Click here to … Read On ›
In this video Charles Weeks of Barrister introduces Education Planning.This talk focuses on how to calculate the necessary annual savings to pay for college, what vehicles to use to save and invest, and how to pay back student debt. Click here to view the webinar https://www.youtube.com/watch?v=JpMckVj067Y&t=3s Accesso Club proudly supports … Read On ›