As you build savings, where should you warehouse your savings, and where should you invest it when it builds up?

When you have accomplished the first two savings goals, where is it best to put your funds?
Do you know what asset allocation is and how it helps you manage risk?
How can you make your savings grow faster and yet be confident your are not taking on undue risk?

These questions come up all the time in the my seminars. It is such an important topic that I invited a top notch expert on the subject. Where can you hear him? On your telephone.

Thursday, June 14

7:00 pm Pacific ... 10:00 pm Eastern

Why starting so late? It's to do with time zones. I'm working in Hawaii on the 14th. My guest for this one-hour telephone-based seminar is Brett Machtig. Trust me on this ... he's worth staying up to hear (or order the CD).

After graduating with degrees in accounting, economics and business from Mac Murray College in 1983, Brett won a scholarship to Duke University’s highly regarded Fuqua School of Management. A financial advisor since 1984, he manages investments for primarily retired individuals, key Fortune 500 executives, and hard-working families. In 1995, he wrote Wealth in a Decade which evolved from his experience as a financial advisor. On his book tour, Brett appeared on many radio, television, including CNBC’s "Your Money," PBS’s "Financial Freedom," and CNN’s "Financial Update." plus WTAL's (Tallahassee, Florida) "It's Your Money," where I hosted that credit union sponsored radio talk show. I interviewed Brett about his book. He also spoke at events in every major city in the United States, including Tallahassee. Based near Minneapolis, MN, he's an exceptional person balancing a growing client base and maintaining strong family ties.

I'm pleased that Brett has agreed to be on the call to answer many of your questions. He can help you choose investment alternatives for various stages of growth in your savings.

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