Wealth Management For Business Owners Made Simple | NAWBO

Wealth Management For Business Owners Made Simple

Friday, February 21, 2020 - 11:30am1:00pm
Timarron Country Club
1400 Byron Nelson Parkway
Southlake, TX 76092
United States

Join guest presenter, Philip Washington, to learn how organizations are making the right investment strategies for their people and business. Discover:

  • How to design an automated money management system for your personal finances to reduce overwhelm and anxiety around money.
  • A framework wealthy business owners use to make decisions on investing back in their business, real estate, the stock market and/or other businesses.
  • A simple investment strategy that you don't need a degree in finance to implement that puts the odds in you favor of earning the money you need to reach your financial goals.

Phillip Washington has spent the last 13 years providing advice, guidance, and analysis to investment committees and individuals around the selection and management of their retirement portfolios. Phillip is currently the Chief Investment Officer of Stone Hill Wealth Management, a registered investment advisory firm, the author of “Retirement Investing 101”, and host of the weekly business and investment podcast #AskPhillip. Phillip lives in Grand Prairie, Texas with his amazing wife, Kelley, and his two smart and energetic boys, Tate and Kellen.

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