Alchemy of Asset Allocation

This forward-thinking presentation emphasizes the need to consider where each component of your net worth is invested when determining your overall risk. Progressive strategies to improve tax efficiency are included so that you have the correct assets invested in the right places. 

Ms. Gorman will demonstrate how allocating your assets using a tax-efficient approach will help you achieve more consistent and better results. In the Alchemy of Asset Allocation you will:

• Learn what most investment advisors ignore.
• Identify opportunities for improving your tax situation.
• Calculate your current asset allocation.
• Develop an asset allocation strategy that suits you!

10 Wisdom-Based Wealth Building Strategies That Weather Life's Storms

This insightful presentation points out 10 considerations of a well-thought out Wealth Building Strategy. Ms. Gorman shares her experiences gained from over 20 years consulting and coaching business owners. She will show you how to break free from the trap created by "working on vs. working in" your business.  In 10 Wisdom-Based Wealth Building Strategies…, she'll fill you in on why it's important to:

• Create your own definition of wealth.
• Develop a Wealth Building Blueprint.
• Learn the techniques used by the wealthiest people.
• Use the A-R-K Technique^TM.

Borrower Beware - The Naked Truth in Lending

This dynamic presentation will inspire those in attendance to learn how to make debt work for them without taking unreasonable risk.  Ms. Gorman effectively conveys the importance of managing not only assets - but liabilities as well.; In Borrower Beware, she convincingly presents the following ideas and more:

• Debt can be used to quickly create net worth.
• Your debt should be structured to match your plan.
• Interest rate is not the most important factor to consider.
• You need a disaster recovery plan that isn't a disaster.
• Debt can be your friend!

With over 20 years of experience, Gala Gorman, PhD CPA CFP®, is an ideal choice when you need a dynamic thought-provoking inspirational speaker. Your group will definitely appreciate this respected crowd-pleasing speaker. Why look any further when you're holding an event?

A few of Ms. Gorman's timely topics have been outlined here for your convenience. Each presentation can be customized to address the specific needs of the audience to make sure the specific needs of your group are met.