
The Financial Consigliere
The Financial Consigliere
The Financial Consigliere
The Financial Consigliere
.
After a 37-year career in wealth management, the next chapter in my professional life is dedicated to financial education and inspiration. I plan to direct my efforts in three areas, youth finance, women's wealth and senior financial matters.
Each offering will be free of any business based incentive compensation.
David Viscott
Aspen Women's Wealth was created in 2019 to help encourage women to become more actively involved in their family financial matters. Our annual wealth forum is intended to create a safe place for women to become more educated, empowered and informed on key areas of wealth management.
The Finance Camp is opening in June 2023 with a fast paced week of full immersion into the world of active investing. We will cover the history of Wall Street, the major investment vehicles used while deploying real funds provided to each student to ensure our attendees leave with actual experience to transact in the global financial markets.
Senior Finance is an educational effort to provide free, non-incentive based resources to the aging community to help organize and simplify their financial affairs.
In person presentations and online resources will be offered.
"Properly arranging our affairs is a gift to ourselves and descendants".
Sign up to hear about future educational events
Feel free to reach out or inquire about speaking engagements at the email below
Copyright © 2023 The FC - All Rights Reserved.
Powered by GoDaddy
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.