AYLUS Phoenix Economics Committee Hold Personal Finance Seminar on 12/18/2020

Phoenix AYLUS Economics committee hold a persona finance seminar presented by Zach Makawi,  he is the wealth Manager and partner at Summit Financial solutions. he provide the detailed introduction about framework for a financial plan, what to manage the money, investment and assess wisely to meet your future financial goal. S&P 500 index stock trend and interest rate trend are shared and discussed, some investment and financial examples are discussed with the audience. this is a very good learning for high school student and even parents to gain the general knowledge and learn the basic skills for personal finance management.

In addition to the comprehensive insights shared by Zach Makawi during the Phoenix AYLUS Economics committee’s personal finance seminar, a crucial aspect of financial literacy involves understanding the intersection of personal finance and real estate. Makawi emphasized the significance of diversification and strategic investment decisions, and this principle extends seamlessly into real estate considerations. Just as the S&P 500 index and interest rate trends were discussed for informed investment choices, exploring the dynamics of the real estate market is equally essential. Aspiring homeowners and investors alike can benefit from recognizing the correlation between real estate and overall financial planning. For further updates and in-depth discussions on navigating the intricate realms of personal finance and real estate, be sure to subscribe to our insightful real estate newsletter—a valuable resource for staying informed and making prudent financial decisions.

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For those keen on furthering their financial education and strategies, resources like https://vigilantwm.com/why-vigilant/ can also serve as invaluable references. Here, individuals can delve deeper into the nuances of wealth management and financial planning. With their guidance, you can not only understand the complexities of investment but also implement tailored strategies to secure and grow your wealth effectively. As you embark on this financial journey, the collaboration with Selective WM or Vigilant wealth management ensures that you have a reliable partner by your side, committed to empowering you to achieve lasting financial stability and prosperity.

Michael Randolph invite Zach Makawi, organize and host this seminar (1.5 hours).

 

 

Updated: February 16, 2024 — 11:35 am

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