GPS To Your True Wealth
Join us for a the new 6 series of financial empowerment segment with expert advisor Dan Wachs of Atrium Wealth Advisors. Along with the video segments on every #ChicagonistaLIVE show, you will also get to download a worksheet and follow along with us every month here on #ChicagonistaLIVE!
September 10, 2013 - To kick-off of this series, Financial expert Dan Wachs of Atrium Wealth Advisors will help you outline your goals and develop a financial roadmap based on where you are today and where you want to be tomorrow.
Worksheet Download – Values & Wealth
October 8, 2013 – On this second portion of the series, we are going to take a look and begin setting some goals; I want you to look at your investments, lifestyle, education, taxes, and health care to start.
Worksheet Download - Navigating & Tracking & Notes on The Emerging Roles of Financially Empowered Women
November 12, 2013 - On this portion of the series, you will get some tips on how to find the right help to guide you along the road and feel secure on your choice.
Worksheet Download – Co-Piloting Your Finances
Dec. 10, 2013 - What investments are right for you? knowing how to use different tools like 401K plans, IRAs, etc…
Worksheet Download - Worksheet 4- 12.10.13
There are w more segments are part of this series. Please keep checking on this page as we update it with new contents as the series progress.