Liza Choa

Due Diligence Session With Chris Carsley (June 2023)

Due Diligence Session With Chris Carsley (June 2023)

In this due diligence training we speak to Chris and his partner Brock about how they came to start a fund and the ...
Tool & Conversations

Tool & Conversations

We work through some key ideas to bolster your financial legacy and I share some templates designed to inspire ...
Gamify Your Family Bank

Gamify Your Family Bank

In this training I challenge you to consider gamifying the start of your family bank.
Delivery of Financial Legacy

Delivery of Financial Legacy

In this training I share the 4 most common models of sharing wealth and how one model in particular will support ...
Architecting Legacy Part 5 – Is Legacy Only About Kids?

Architecting Legacy Part 5 – Is Legacy Only About Kids?

Close to 1 in 5 people say they will not have kids. If this is true, what does this mean for financial legacy? ...
Architecting Legacy Part 4 – Does Size Matter?

Architecting Legacy Part 4 – Does Size Matter?

In this training we explore whether the success of your financial legacy is dependent on how much money you leave ...
Architecting Legacy Part 3 – The 4 Legacy Models

Architecting Legacy Part 3 – The 4 Legacy Models

To get some clarity on financial legacy in action, I'd like to go through my interpretation of the 4 most common ...
Architecting Legacy Part 2 – The Grim Statistics

Architecting Legacy Part 2 – The Grim Statistics

There are a number of big studies about how successful people are at architecting legacy. In this short training I ...
Architecting Legacy Part 1 – Introduction

Architecting Legacy Part 1 – Introduction

This is an overview of the big challenges we face as investors seeking to build wealth that ...
Architecting Legacy – Navigating Legacy with David Mcalvany

Architecting Legacy – Navigating Legacy with David Mcalvany

David is the CEO of the McAlvany Financial Group. David is a sought-after speaker and has appeared on numerous ...
Architecting Legacy – The Entitlement Dilemma With Mj

Architecting Legacy – The Entitlement Dilemma With Mj

MJ is first generation wealth and has been an avid consumer of books and content on the topic of legacy. He shares ...
Due Diligence with Fuquan Bilal

Due Diligence with Fuquan Bilal

Fuquan Bilal now operates a consolidated fund with two primary strategies. In this training, we demonstrate how to ...
Live Round Table with Chris Carsley

Live Round Table with Chris Carsley

In today's training, Chris Casley shares with us his journey as a Chartered Financial Analyst from hedge fund ...
Due Diligence with Mike Zlotnik

Due Diligence with Mike Zlotnik

In this training we run through a due diligence session with Mike Zlotnik designed to uncover more about his funds ...
Due Diligence with Eric Goodman

Due Diligence with Eric Goodman

In this training, we pull apart the Goodman Capital fund and identify why Eric feels qualified to lead a run this ...
Due Diligence Training Jacob Vanderslice

Due Diligence Training Jacob Vanderslice

This is a deep dive into the specific investments run by Van West Partners. In this training, we grill Jacob ...
The Maverick Investor Compass

The Maverick Investor Compass

In this training, we discuss the 3 models for reaching financial independence, the definition of a Maverick ...
Non-negotiable Investing Rules

Non-negotiable Investing Rules

We review the investing rule framework and create a Freedom Warrior outline of potential non-negotiable rules to ...
3 Models of Retirement

3 Models of Retirement

A short training on why financial independence is harder to embrace than you might think and 3 models for ...
Mike Zlotnik: Investing With Downside Protection in a Recessionary Environment

Mike Zlotnik: Investing With Downside Protection in a Recessionary Environment

Mike Zlotnik walks us through the fundamentals of how to quantify and reduce risk in investment selection. He goes ...
Alternatives: Due Diligence & Diversification

Alternatives: Due Diligence & Diversification

Chris Carsley talks us through the approach to due diligence from an institutional perspective and what are the ...

DISCLAIMER


This presentation has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a licensed financial adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.

Although every effort has been made to verify the accuracy of the information contained in this document, Phoenix Wealth Group, its officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

Phoenix Wealth Group and its related entities can take no responsibility for any actions taken by any person independently based on the information provided in this presentation.

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