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Peter Lazaroff

TOPICS

Navigating Uncertain Markets

The future is uncertain, which creates inevitable risk for your finances. Your ability to manage these risks will determine your success in investing. With markets near all-time highs, it has never been more important to understand how to approach volatile markets. This presentation will shift the odds in your favor by sharing…

In this presentation, attendees will learn:

  • Where We Are In the Current Market Cycle and Implications For Your Portfolio
  • The Best Predictors For Future Market Returns
  • Investment Strategies For Approaching Volatile and Uncertain Markets

 

Making Money Simple

Life is complex, but your finances shouldn’t be. This practical presentation provides step-by-step guidance to create a system for financial success. Attendees will walk away with clarity on the key areas to focus on in their finances, as well as simple systems to automate smart decisions with their money.

In this presentation, attendees will learn:

  • The Power of Compounding
  • How to Create a System to Meet Your
  • Short and Long-Term Goals
  • Learn Where to Save For Retirement
  • Should You Invest or Pay Down Debt
  • Easy Ways to Build an Emergency Fund
  • Introduction to Investing

 

Investing to Meet Your Goals

While it’s obvious investing is essential to grow your wealth, it’s not clear where to start or how to know if you’re on track to hit your financial goals. After attending this session, attendees will understand common mistakes to avoid, how emotions impact investing decisions, and how to build a portfolio around your goals.

In this presentation, attendees will learn:

  • The Importance of Investing
  • Understanding the Common Mistakes Investors Make
  • Building a Portfolio to Meet Your Goals
  • How and Where Invest Your Savings
  • Facing the Realities of Market Downturns

 

Financial Planning: Do It Yourself Or Hire An Advisor

The perfect presentation for an audience that could use help with their finances, but isn’t entirely sure where to start. Hiring an advisor can be a terrific choice, but hiring a bad advisor can do more harm than good. And for many people, a do-it-yourself approach or utilizing the increasingly capable technology options to meet their needs may be the best fit.

In this presentation, attendees will learn:

  • Examine Your Current Financial Health
  • Define Your Financial Goals
  • Identify Whether You Need Help or Should Do It Yourself
  • Understand the Different Types of Financial Advisors
  • Foolproof Ways to Find and Interview an Advisor