Wealth Essentials How to Save A Fortune: BUILDING THE BASICS
Join us for Wealth Essentials for Entrepreneurs on the first Wednesday of the month, starting Nov. 4th! Fellow member and mentor, Adam Scott, will lead us through wealth enhancement and preservation tactics.
This session we review 4 timeless secrets to amassing and protecting wealth. In the following months, we will go into some of the strategies in more detail with our Wealth Essentials series, including taxes, portfolio design, estate planning, insurance and more.
Merv Adelson, once the richest man in Hollywood died broke. Many entrepreneurs and business owners work their tail off, only to see their wealth evaporate. Do not let this happen to you. A four-part series which will teach you the essentials of how to grow and protect your wealth or “how to save a fortune.”
About the Mentor:
Adam Scott is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 66 Securities License. He is the founder of WellAcre Global Wealth Management which custodies on the TD Ameritrade platform. Adam was formerly a partner for over a decade at Westside Investment Management after working in the entertainment industry for a number of years. Adam started his career as a commodity trader in the City of London.
Adam is on the executive committee of ProVisors Entertainment II Group, a group of professionals focused on servicing the needs of the Entertainment Industry and the Silicon Beach technology community.