Our two most popular workshops, now virtual!

 

AltruVista will be offering its two most popular workshops virtually this year. With new and relevant content, it's a must-attend for all business owners. We are offering multiple dates, through April for each session. 

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Click any of the dates below to register.

10 Biggest Mistakes Business Owners Make with Their Wealth

Thursday, 2/25 at 12:00 (CST)
Tuesday, 3/23 at 12:00 (CST)
Wednesday, 4/14 at 10:00AM (CST)


The Entrepreneur's Investment Opportunity

Tuesday, 3/16 at 12:00 (CST)
Wednesday, 4/7 at 12:00 (CST)

The Ten Biggest Mistakes Business Owners Make With Their Wealth


Successful business owners usually accumulate many professional advisors (financial, tax, legal, etc.) each utilizing their own strategies. The assumption for the CEO is that “I’m all set.” In reality, their advisors often work independent of one another creating substantial planning gaps that the business owner is unaware exist. In many cases, these gaps can cost business owners tens of thousands to tens of millions of dollars.
 

This educational workshop will address:

  • The major planning gaps and mistakes for most business owners and how to effectively address them (financial, tax, legal, charitable, asset protection, exit/sale, etc.)

  • The problem with the traditional ‘sales-based’ financial management model, specifically for business owners and entrepreneurs.

  • How to build a structure to maximize entrepreneurial success while minimizing complexity, lost money, and lifetime taxation

The Entrepreneur's Investment Opportunity:

From deal flow to index funds, how to build your Balance Sheet Strategy™

 

Do you ever wonder what the right portfolio investment strategy is once you remove conflicts of interest, commissions, and proprietary products?
 

Join us as we analyze:

  • Warren Buffett's activist investment strategy, as well as his personal portfolio

  • The philosophy of indexing firms like Vanguard and Dimensional Fund Advisors

  • The Nobel prize-winning “mathematical” or “Moneyball” approach to portfolio management

  • The commonly asked question: "Should I be hiring and firing money managers?”

  • Investment strategies for business owners to consider

  • Things to consider when investing, whether it's personally or professionally managed

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AltruVista Offices

3555 Timmons Lane, Suite 915

Houston, TX 77027

Investment advisory services offered through AltruVista LLC, an SEC registered advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC is a separate entity from ValMark Securities, Inc.

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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