Join us May 24th, 2016 at 7pm with Steve Pomeranz, CFP


For the past 35 years, Steve’s mission has been to protect and educate you. He understands there is no one best way to invest. In the investing world, you need to know what is in your control and what is not.  With so many different opinions, it’s hard to know what’s right for you.  Steve has simplified the investing process into what he calls “The 4 Critical Choices of Investing”.  Come discover how these “4 Critical Choices” can help you make smart investment decisions, so you can get back to living your one best financial life.

Learn to structure investments to help you cope with volatility
  • Learn the Pros and Cons of Tactical Investing
  • Learn How Asset Allocation Can Reduce Risk
  • Break free from the “Buy High, Sell Low, Repeat Until Broke” Syndrome
Understand the trade-offs between cost and performance
      • Learn How Low Cost Strategies May Increase Your Portfolio Return
      • Learn How to Avoid Common Mistakes When Choosing A High Performance Portfolio
      • Discover the High Performance Strategies Which Are Working Now
      • Understand the rate of return you actually need
Find out how taxes impact your portfolio returns
      • Learn the best strategies to keep taxes low
      • Learn the Pros and Cons of Tax Avoidance
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I've been an investment strategist and adviser for over 35 years, leading with a mission of unbiased advice to educate and protect listeners on my weekly radio show on NPR affiliates nationwide. I have been named a “Top 100 Wealth Advisor” by Worth Magazine and “Top Advisor” by Reuters.