July 2022 – Wealth management

Lots of wealth managers invite family and contacts of their clients into their offices, to learn more about the finance world. One of the very best of them asks me to give a tailored overview of all the different financial firms’ activities.

July 2022 – Always a busy month

July has become one of my busiest months, and I taught eight classes for different law firms. Most of the classes are now in person but some are still remote – and I also enjoy giving “hybrid” sessions.

June 2022 – Two classes for law firm

A longstanding client did their two June sessions, beginning with Finance Map and following it up with Financial Statements two weeks later – I am hoping they will soon complete the sequence with my Leveraged Finance class.