The Pareto Portfolio
How To Use The 80/20 Rule To Build Wealth
Join us for our upcoming webinar where we'll tackle the common tendency to relegate investment strategies to the metaphorical "junk drawer" of financial planning. Just as we all have a place for odds and ends, many investors unknowingly stash their financial future in a disorganized and overlooked space.
Don't settle for the "junk drawer" approach to wealth management—register to join us next week and learn how to elevate your financial future with our Pareto Portfolio framework, designed to simplify and optimize wealth building.
Wednesday, February 21, 5:00 PM MDT
*Add [email protected] as a "safe sender" in your email account to ensure that you receive confirmation emails.
About The Webinar
In this webinar, we'll explore the three primary reasons people invest: growth, tax benefits, and cash flow. By understanding these principles and avoiding the pitfalls of neglecting our financial strategy, you can gain clarity and purpose in your investment decisions. Whether you're a seasoned investor or just beginning to navigate the world of finance, this webinar offers valuable insights to help you make informed decisions and achieve your financial goals.
-
Growth...
invest your money to increase in value and sell it at a profit later.
-
Tax Benefits...
some investments can provide massive tax benefits, whether you realize it or not.
-
Cash Flow...
generate new money that you can live on or reinvest.
Webinar Presenters
Derick Van Ness
Webinar Host