:🚀 Create Your Future, One Day at a Time 🚀In this video, Bequest’s Martin Saenz introduces the Bequest Legacy Planner—a powerful tool designed to help you align your life thesis with your investment thesis in a clear, actionable outline with regular check-ins.Presented at SurgeU, an institution dedicated to empowering individuals through faith and education, this planner will guide you in making purposeful, impactful decisions for your future.
Thank you to everyone who joined us and Bequest Asset Management in Downtown Sarasota for an insightful talk from Martin Saenz!
If you missed it, be sure to check out the video on How to Thrive During Financial Uncertainty. Martin not only discusses building a strong investment thesis but also emphasizes the importance of creating and regularly reviewing your Life Thesis.
We hope this talk helps you navigate these uncertain times with confidence and purpose. Stay tuned for more events, and continue investing in both your financial and personal growth!
True leadership extends beyond authority, embracing empathy, compassion, and authenticity.
James Keefe dives into the essentials of a SWOT Analysis, guiding investors through each step to leverage this strategic tool effectively. SWOT, an acronym for Strengths, Weaknesses, Opportunities, and Threats, is crucial for understanding both internal and external factors that impact a business.
Trish Higgins introduces the Leadership Dashboard, a versatile tool designed to keep you focused and on track. This evolving document helps you outline the most important elements of your life.
If you’re curious about how to conduct a thorough risk assessment from an investment manager or an alternative asset fund, this video is for you. We’ll explore the essential components of a Due Diligence Questionnaire, emphasizing how it helps identify operational risks and assess accounting and financial controls.
Are you ready to take your investment game to the next level? Great! Because understanding and leveraging investment theses is essential for growing your wealth and achieving your financial goals.
Today, we’re thrilled to host a distinguished authority in the field, Eric Sussman, who delivered a captivating presentation on how you can safeguard your real estate investments, even in the most challenging economic situations.
Imagine a life where you no longer have to rely on traditional banks or financial institutions.
During this discussion, we review how to set investment goals and align those strategies to deliver your goals.
