Are the coldest stretches of winter putting you down? Looking for an escape from the harsh and frigid conditions of Wall Street?
Then Financial Planning takes you back to your summer dog days and takes you straight to the heart of Surf City.
This New Year future proof festival Through a series of interviews with insiders and newsmakers conducted by the Financial Planning editorial team.
In this clip, financial advisor Alex Chalekian Lake Avenue Financial Tobias Salinger, Chief Correspondent for Financial Planning, tells how his family started the company A financial education website called Futurvest It is designed as a low-cost service that provides tutorials and technology tools to help people learn how to build wealth.
According to Chalekian, Future Proof organizers have donated scholarships, allowing more than 20 people to access the service for free. Chalekians also welcome collaborations on videos and programming on the website.
As an aside, Chalekian described Bear’s frequent visits to his family’s home in California and a session he led at a conference on leadership topics.
Watch the full interview below.
Billed as the first wealth festival, Future Proof drew more than 2,200 people to Huntington Beach, California earlier this year. Financial Planning was the sponsor of this event. The dates for Future Proof 2023 have already been announced. The event is scheduled to return to the beach September 10-13, 2023.