What we'll cover:

• The drawbacks of holding cash during periods of high inflation
• Understanding opportunities in the stock market right now, when to keep cash, but beat inflation
• How to rebuild and protect your portfolio against inflation.

Who you'll hear from:

• Taylor Sohns, MBA, CIMA®, CFP® - Co-Founder at LifeGoal Investments

Consults with the largest Financial Advisory Teams from Burlington, VT to Pittsburgh, PA; my role is to help understand the unique needs of their clients, and in turn construct tailored investment solutions to fulfill their goals.

Your Finimize Community Host:

• William Walker - Finimize Community Host and moderator

William Walker is an Alumni of The College of New Jersey with a degree in Business Administration. At the start of his career, he was a Financial Advisor with the International Planning Alliance where he educated clients in monthly meetings and assisted in managing 1.47 Billion Dollars at the firm. This is where he found a passion for Personal Finance, Investing and Personal Growth. William now works for abrdn's Philadelphia office as an Analyst. While at abrdn he has worked on both the ETF team as well as their product development team. In his spare time, he enjoys reading philosophy and periodically posting on his YouTube channel.

Finimize:

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