Investing Because the Future Matters
Paul Sutherland
In this workshop, global investment manager, futurist, author, and financial planner Paul Sutherland shows us how to integrate money management gracefully into our lives in a way that respects our relationships, our goals, and our spiritual, physical, and emotional well-being. We learn how to: make sense of economics and capital markets; use our talents and common sense to make better choices about investing, retirement planning, budgeting, and managing 401(k) plans, IRAs, and other personal retirement options; manage and construct a long-term investment plan; choose a financial advisor; and make sure we are getting good, objective, efficient advice from financial coaches and feel comfortable knowing the right questions to ask. There are additional offerings of this workshop. See sessions C3K and C4K.