MoneyCulture© for Lawyers

MoneyCulture© for Lawyers is a course created exclusively to educate and inform people in the legal profession.  Below is a list of the course content.  Course is available to all subscribers.

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Course Contents:

STEPS TO FINANCIAL LITERACY  

  • What is MoneyCulture
  • The Need for Investor Education
  • The Boomer Savings Crisis
  • You May be Pretty, but You’re not a Six
  • How to Pick the Right Advisor
  • Designations: It’s All About Sales.
  • Financial Resources
  • What Can MoneyCulture do for You (Peter Lewis)

OWN A COMPANY:STOCKS

  • Types
  • Categories
  • Buying and Selling

LEND A COMPANY MONEY: BONDS

  • Basics
  • Types
  • Buying and Selling

OTHER VEHICLES FOR INVESTING

  • Mutual Funds & ETFs
  • Savings
  • Alternatives.
  • Annuities

SOMEBODY ELSE’S MONEY

FIDUCIARY FORENSICS

  • Fiduciary Basics.
  • Fiduciary Principles and Process
  • Conflicts of Interest
  • The Client’s aren’t listening

SECURITIES FRAUD

  • Historical Fraud Early American Fraud
  • Bernie Didn’t Invent It
  • Wall Street Tango
  • More Financial Services

SECURITIES FRAUD IN THE DIGITAL AGE

  • World Wide Web of Lies
  • Scams Shams and Flim Flams
  • You’re Known by the Company You Keep

THE BIGGEST CROOKS IN CORPORATE FRAUD

  • Lunch at Dead Possum Country Club
  • Croneyism and the Fat Cat Board
  • Billion Dollar Train Wrecks

FINANCIAL REFORM

  • 2006:We’re the Law Here Son
  • Reform 2010
  • What Financial Reform Really Means

TODAY’S RETIREMENT CRISIS

DIE EARLY

  • The Problem: Retirement Crisis
  • Analyzing the Problem
  • Social Security
  • Who’s There to Help
  • Helpers
  • Dos and Don’ts
  • Resources

4O1K CULTURE

  • Starting Place: A Guide to the 401K
  • Components of a 401K
  • Fiduciary Issues Rules Help Create the Problem
  • Solutions

PATHWAYS TO SUCCESS: THE INVESTMENT PROCESS

SETTING INVESTMENT OBJECTIVES TO REACH YOUR GOALS

  • Introduction to the Investment Process
  • Determining Investment Objectives
  • Setting Objectives
  • Risk
  • Return Vs. Risk
  • Implementation: Manager Selection
  • Ongoing Evaluation

INVESTMENT STRATEGIES

  • Strategies
  • Asset Allocation
  • Strategic Investments
  • Other Strategies
  • Managed Accounts

FINANCIAL MOTIVATORS

THE FEDERAL RESERVE

  • Banking
  • The Fed
  • Money Supply
  • How the Fed Works
  • Interest Rates
  • Why the Fed Works

UNDERSTANDING ECONOMICS

  • Basics of Market Economics
  • Capitalism
  • Globalism

WHAT IS THE MARKET AND WHAT MAKES IT MOVE

  • What Makes Markets Move
  • Big Oil: Blame Wall Street