Brian McKinney, CFP, MBA

Wealth Building Series: Investments 101

Building wealth requires taking calculated risks. In this Seshie, participants will learn the fundamentals of investing in stocks, bonds, mutual funds and exchange traded funds. In an engaging and interactive format, you will feel more comfortable participating in the investment markets to achieve financial security and independence.

The Three Learning Objectives For This Seshie:

1. Understanding Stocks, Bonds, and Funds

2. Analyzing Individual Stock Investments

3. The Importance of Diversification

My Background

Brian is a CERTIFIED FINANCIAL PLANNER with an undergraduate business degree from Carnegie Mellon University and an MBA in finance and real estate from Emory University, Brian has helped thousands of individuals and families achieve financial independence and security. Over the course of 20 years, he has worked as an investment analyst on Wall Street, provided financial and estate planning services to ultra-high-net -worth families, and managed $500M in assets for high-net-worth clients.

Brian is passionate about helping others achieve financial independence and security.

What Team Members Should Bring

Internet Connection
Computer, Phone or Tablet

The Setup For the Virtual Session

Home Office

Seshie Values

Diversity and Inclusion

Team Building and Camaraderie

Communication and Trust

Kindness and Empathy

Learning Something New

Cancellation Policy

As a customer if you cancel 48 hours after you have booked a session with a guide you will get a 50% refund. If you cancel before the 48 hours you receive your full refund. Customers also receive full refunds whenever a guide cancels

How to Experience Seshie

Please make sure you and your team members have Zoom downloaded. After you book a seshie in the confirmation email you will receive details providing the Zoom link and password information.