Great Investors “LIVE”
For over 10 years, we published our “Great Investors” article series in a blog format, and this series has consistently been our most popular content every year. We thank our loyal readers, and we truly appreciate your comments and feedback over the years.
One reader suggestion that we have received several times is that many of our readers feel that it would be more beneficial to have a more interactive conversation about our investing philosophy, and outlook on current events in relation to that philosophy. Many have suggested that it would be valuable to have an opportunity to ask questions about our topics, in addition to just reading our article.
So, in 2023, we created Great Investors “LIVE”.
About Great Investors “LIVE”
- Every quarter, we will hold a live event that our network of readers, clients and friends can register to attend, and which will be held at a venue local to the Philadelphia Main Line.
- The agenda for the event will be as follows:
- We will deliver a brief talk, summarizing our outlook on current events, delivered in the same style you have come to appreciate in our monthly article series.
- We will then have ample time for Q&A and discussion, in order to address any additional questions you may have.
- Refreshments will be served at the conclusion of our talk.
We love your feedback, so please let us know what you think of this format. Please also feel free to write us back to let us know about the investing topics you would like to see addressed in future discussions, so we can be sure to address your most pressing questions.
Featured Speaker
Hello, I’m Erik Strid, founder of Concentus.
We work with clients who are serious about making smart financial choices so that they can achieve their most important financial goals, fulfill their values, and live an amazing quality of life.
A lot of people have asked me why I spend so much time focusing on personal development and quality of life – after all I am a financial advisor, so why not spend time on conversation with clients about the stock market, or touting the financial products and strategies I use in my practice?
The answer is that I have been advising successful people on their wealth for over 30 years now, and in that time, I have learned that, in the grand scheme of things, money is not that important. Financial wealth is not intrinsically valuable; it only has value to the extent that you can use it to live a more meaningful and enjoyable life and to spend your time doing the things that are most important to you. But just having more money does not necessarily lead to happiness and living the highest quality of life.
I have been using the Financial Road Map conversation in my practice with clients for over three decades now, and I can honestly say that this experience is one of the most valuable hours that a couple will ever spend together planning their financial future.