Invest Well. Live Well. Give Well.® Workbook

Invest Well. Live Well. Give Well.® Workbook

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Michael will share his success strategies for creating a better financial future. These are some of the principles he has obtained through over 20 years of research and real-world experience as a leader in the financial industry. This series is for anyone who is just starting out or may have taken some basic financial training but is still left with questions like:

  • What's next?
  • How can I make wise investment decisions?
  • Where should I invest?

This series will share how to be more intentional in building and giving wealth. To do this, Michael will dive into three essential areas of focus when aiming at Your Wealth Target: growing your wealth, protecting your wealth, and reducing your tax burden.