Build Financial Strength to Embrace Any Future
As a former leader for AT&T (25 years), I proudly support AT&T’s Employee Resource Group, HACEMOS.
As part of Hispanic Heritage Month, and in partnership with AT&T’s HACEMOS, I had the opportunity to present on a topic that is near and dear to my heart. Creating an Investor Mindset.
In this webcast replay, I will share with you the following:
Personal Power Framework (very simply)
Financial Strength Continuum and the key aspects to consider as you traverse the financial strength continuum
Investor Mindset - Key Concepts
Investment Types - Understand the investment types that are right for you
Investment Vehicles - some vehicles are timebound, and taxes are a consideration
Investment Team - success happens in partnership with others. Have a solid financial team with strong integrity, technical capabilities, a solid work ethic, and who learns and grows with you.
Question and Answer Session:
Do you only have a few minutes? Catch the Question and Answer Session audio podcast ( < 15 minutes) here: Investor Mindset Session - Q&A - by Rachel C. Ybarra
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