Gain a better understanding of Wall Street and learn how to play along like the financial professionals.
Wall Street terms and business news can bore or scare the heck out of many people. Stocks up by 900 points and down the next day by 1200 points. What does this all mean? Does the loss of points mean you have lost all your money? When the President speaks or does not get elected does that impact your future investment portfolio? Did your IRA and mutual funds decrease because a foreign power is mad at the United States? Did the pandemic kill stocks? These are normal questions that can all be addressed by better understanding Wall Street and learning how to play along like the financial professionals.
Agenda
Faculty
Drew Stevens, Ph.D.
Stevens Performance Group
Dr. Drew Stevens, Ph.D.
- International financial educator specializing in retirement optimization
- Works with individuals to transform financial struggles into wealth and lifestyle fulfillment
- Started career on Wall Street, with extensive experience in financial markets and investments spanning 37 years
- Expertise in creating holistic retirement plans to maximize income and mitigate risk
- Author of 15 books, including ‘Understanding Social Security’, and writer of over 5500 articles on financial topics
- Licensed fiduciary in 7 states, ensuring ethical financial guidance for clients
- Renowned international keynote speaker, workshop provider, and media host
- NSSA, AHIP, and IRMAA certified
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