The next workshop will be held this Friday, the 30th from 7:05pm to 8pm in room 814 on the upper level and the topic of discussion is “Steps to Financial Stability”.
Our expert for this session is Mr. Vikram Kaul.
Mr. Kaul is the founder of OneNorthStar (NPI). He has about 20 years of investing experience, having worked for the largest Wall Street Corporations like GE Capital, Synchrony Financial etc. and was managing as a team, a $550Bn global portfolio.
He set up OneNorthStar to bring the strategies large firms provide mostly to Ultra-High Net Worth clients to the average investors.
He will be explaining and educating on the less-know strategies on topics listed below to Families, Individuals and Retail investors. To prepare YOU, for the future.
Topics around Wealth generation and Retirement will be covered
✓ 401K / IRAs/ Rollover IRA… what NOT to do
✓ Income generation… Less know options
✓ Estate Planning... Essential 4 Tools
✓ Tax efficient investing strategies
Looking forward to seeing you all. Feel free to send me an email if you have any questions, suggestions or requests.