Redefining Investment Management. Executing Transformation.

December 10, 2018

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Keep abreast of the latest changes in the markets and the economy as a whole by signing up for the Weekly Insights newsletter. Every week, Chris Belchamber tells you what’s on his mind when he’s thinking about his clients’ investments. Our blogs, emails, and postings on social media provide key insights as well as updates on strategies, backed with cutting edge research explained in terms investors can understand quickly

Tower Club, Tysons, VA

11am 12th January 2019 including lunch

Chris Belchamber, Belpointe Asset Management

What are the best practices of the most successful investors? Few seem to be clear and stray towards suboptimal outcomes. Chris will explain how this happens throughout the investment process. Starting with the mindset, through allocation, and even assessment measures. Together with cycle analysis, his “Investment Mindset Bootcamp” can open your eyes to unique insights and transformative outcomes.

D. Christopher Winans, EA of Fidelis Tax and Accounting

Chris will share his insights on tax planning and how to minimize taxes during different phases of life.  Taking a proactive approach to tax planning is an often overlooked area in an individual’s financial life.  Learning to incorporate strategies into your financial and tax plans will help set you up for financial success.

Start 2019 with a renewed focus on engaging finance with a mindset that will move you ever closer to best practice and a constantly improving financial platform for your life.

Space is limited. So please respond soon to avoid disappointment.

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Investing like the best can lower your stress and risk levels while bringing you higher, long-term returns. It can provide a stable platform for planning and give you more financial security now and for the rest of your life. Let’s get started.