Building Financial Foundations for Life
Building Financial Foundations for Life focuses on Life-long Financial Planning (LFP) and investing as a means to reach life-long financial goals. LFP enables realistic financial goal setting; exposes the challenges people face as they navigate through their financial lives; quantifies how much wealth will be needed and how that wealth needs to grow in order to reach life-long goals; considers such factors as income, savings and inflation, the amount earned on investments, the impact of recessions and other such factors that ultimately impact the financial successes of everyone. Investing is presented as a means to build wealth to reach financial goals. Stocks, bonds and funds are compared as a means to meet those long term goals. Emerging growth industries are presented that may evolve into long-term, rapidly growing future markets. Money Smart Week® (MSW) was created by the Federal Reserve Bank of Chicago in 2002, MSW is a public awareness campaign designed to help consumers better manage their personal finances. Programing is offered to all demographics and income levels and covers all facets of personal finance. BetterInvesting is proud to be a participating partner of this important program. About your speaker: Dale Davis is a Director and Past President of the San Diego Chapter of BetterInvesting. He has been an active investor for over 40 years and has taught workshops and hosted BetterInvesting Chapter events for almost 20 years. Are there ID or minimum age requirements to enter the event? All Money Smart Events are free and open to the general public. This event targets teens through retired adults of all backgrounds.
17110 Bernardo Center Drive
San Diego, CA 92128