FTI: Fund Your Freedom: A Five-Step Framework for Building Lasting Wealth

About this event

Description: Is investing in the market a gamble, or a fast way to get rich? In this talk, Helena Song, CFA, who spent 30 years on Wall Street as an analyst and investment banker, explores the hidden cost of standing still, common pitfalls in investing, and the power of time and discipline. She then shares a practical five-step framework (Purpose, Strategy, Structure, Alignment, Freedom) for building lasting wealth and financial independence, followed by open discussion. To help you get the most out of this session, please find the attached one-pager which outlines key insights from the Heights Institute. https://drive.google.com/file/d/1_m0B7KqS9cDmaw5vvVqMsz6a7EXMQqw1/view?usp=sharing Helena welcomes your input ahead of the event. If you have any specific questions you would like her to cover during the discussion, please send them directly to her at [[email protected]](mailto:[email protected]). Here’s our legal notice: Recording and Media Release Notice For valuable consideration received, by joining this event I hereby grant Free Thinker Institute and its legal representatives and assigns, the irrevocable and unrestricted right to record, use, reproduce, edit, modify, publish, distribute, display, transmit, and otherwise exploit any and all Zoom recordings, photographs, audio recordings, screenshots, and other media captured during the event, in whole or in part, for trade, advertising, educational, promotional, commercial, or any other lawful purpose, in any media now known or hereafter developed. I further grant Free Thinker Institute the right to alter, edit, combine, crop, or otherwise modify such recordings without restriction. I hereby release and discharge Free Thinker Institute and its legal representatives and assigns from any and all claims, demands, causes of action, damages, liabilities, costs, or expenses arising out of or related to such recordings and uses. Except as expressly authorized in writing by Free Thinker Institute, attendees may not record, copy, reproduce, distribute, rebroadcast, livestream, transmit, publish, display, excerpt, edit, create derivative works from, or commercially exploit any portion of the event or its recordings. Unauthorized recording, publication, posting, sharing, or redistribution of any portion of the event, including on YouTube, social media platforms, websites, podcasts, or other media channels, is strictly prohibited and may constitute copyright infringement and a violation of these event terms. Free Thinker Institute reserves all rights and remedies available under applicable law, including the right to seek injunctive relief, monetary damages, statutory damages, attorneys' fees where permitted, and any other available legal or equitable remedies. By attending the event, I acknowledge that I have read, understood, and agree to these terms.