Online webinar

12:00 PM Pacific / 3:00 PM Eastern

As an angel investor, you invest in learning about due diligence, evaluating founders, sizing markets and staying on top of liquidity preferences – but what about the rest of your financial life? What are the milestones you should hit for retirement, insurance and end-of-life? And how does an angel investing portfolio affect your broader investment picture? 

Join financial planners Hannah Farrow (MIT BS, CFP certificant) and Chris Casale (Georgetown BS, Masters in Financial Planning) for an overview of the basics you could be missing across cash, investing, taxes, insurance and end-of-life organization. 

Expect a lively discussion, clear explanations without condescension and actionable takeaways. 

Interested in the topic but can’t make this time? All registrants will receive a recording of this session. We encourage you to attend live if you can to participate in Q&A and to download our PDF handouts. 

See important disclosures here: https://www.rightwisewealth.com/marketing-disclosures