About the webinar
Investment is a prudent means of generating positive returns by capitalizing on opportunities and leveraging monetary resources. It is a valuable skill that enables individuals to amass wealth and make informed financial decisions critical for long-term financial stability. This webinar outlines four essential categories of investing that individuals should be aware of:
1. Commencing Investment:
The first step towards investing is establishing a debt-free foundation, with income being the most lucrative tool for wealth-building. Our webinar will provide insights into the essential measures required to begin investing.
2. Establishing Investment Goals:
We will provide an in-depth analysis of various investment alternatives and accounts that cater to specific investment objectives.
3. Types of Investments:
The three main investment categories are equity, fixed income, and cash or cash equivalents. This webinar will scrutinize 11 types of securities that fall within these categories.
4. Investment Strategies:
Common investment strategies include growth, buy-and-hold, dollar-cost averaging, value investing, and diversification. Our webinar will explore these strategies to help individuals determine the best fit for their investment goals.
Your Instructor
Aaron W. Smith
Aaron Smith is an experienced financial advisor with 26 years of industry expertise. He holds a Bachelor of Arts degree in Sociology with a minor in Economics and a Master of Business Administration from the University of Richmond. Aaron is also a Certified Accredited Investment Fiduciary (AIF) recognized by the Centers for Fiduciary Studies. In addition to his academic and professional accomplishments, Aaron was a standout athlete, serving as a Running Back for the University of Richmond's football team. He is dedicated to helping individuals, entrepreneurs, and professional athletes achieve financial independence through prudent wealth management. Aaron prides himself on cultivating genuine connections with each client and is committed to helping them achieve their financial objectives.