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 We
have been providing educational programs to organizations and associations
for more than 25 years. BAMG offers keynote speaking on the following
topics:
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Behavioral Economics – The Psychology of Investing
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Asset Location & Allocation Principles – What
to own and where to own it
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Avoiding the 6 Most Common Investment Mistakes
– Simple but not easy strategies
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How to Integrate Active and Passive Management
in a Portfolio
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Tax Strategies to help you keep more of what
your investments earn
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Determining an appropriate lifestyle and the
means of funding it
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Understanding Global Capital Markets – The
Biggest Picture
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How to talk to your heirs about money
We also provide 2 to 8 hour programs on understanding
personal finance. These programs typically include education, materials
and action plans in the areas of:
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Financial Goal Setting
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Net Worth Analysis
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Investment Types and Uses
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Portfolio Design and Asset Allocation
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Financial Independence
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Income Generation
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Savings and Cash Flow Strategies
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Insurance Needs Analysis
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Estate Planning Concepts
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Educational Funding Strategies
We provide all necessary equipment and materials
and can tailor our comments to the needs of your organization or
group.
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