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Investment Advisor - CEO/College Financial LiteracyFinancial Planning Workshop
Instructor’s
Profile
Ryan Mack graduated from the
University of Michigan Business School (ranked
number one in the country) with a concentration
in Finance. His career
in equity markets began in Detroit, Michigan
as a stock trader and later as a trader for the
largest NASDAQ trading firm in the nation, Knight
Securities. Having a passion for teaching
he established his own financial awareness group
in 2003 where he began to publish regular newsletters
about various financial related issues that were
of interest to people from all income levels.
Having had the opportunity
to continue his career with several of the
nation’s largest and
most prestigious financial planning firms, Mr.
Mack believed there was an industry void relative
to providing advice and services to a broader
spectrum of individuals. He saw a need to provide
personal attention and elevated client service
to all individuals of all income levels and not
solely the high net-worth clientele. This
prompted him to establish his own financial planning
firm, Optimum Capital Management, LLC. He
has achieved two licenses of insurance, a certification
that enables him to give investment advice (Series
66), and is registered in the states of New York,
Michigan, Ohio and California. He is often
invited to speak within the community where he
emphasizes the importance of developing a responsible
investment plan which leads to financial independence. With
a clientele representative of all income levels,
through Optimum Capital Management, Mr. Mack
continues to teach the merits of sound budget
management and smart investing for all people.
Getting a Grip on Your Money
Course Overview
In the late 1990’s, the United States
saw thousands get rich quickly by the irrational
exuberance, and unprecedented gains of the stock
market. Then, at the start of the new millennium,
unprecedented losses were experienced. Since,
many have compared investing to a weekend getaway
at Las Vegas, or a nighttime drive to Atlantic
City. However, investing is not gambling. It
should be a well thought out plan that minimizes
financial risk in your life, while also providing
the most financial protection for your household
and for future needs (planned and unplanned).
This class will dispel the
myths of investing by focusing on sound investment
principles for students preparing to graduate
college. It
will delve deeply into an intelligent and conservative
strategy of putting together an investment plan. The
plan will prepare future college graduates to
endure the various types of short-term market
fluctuations, and begin the journey towards the
ultimate long term goal of financial independence. It
will explain why not to invest, why to invest,
what to invest, how much to invest, and the appropriate
time to begin investing. Going deeply into
various financial definitions, it will attempt
to unveil the true meanings of what investing
was originally intended to accomplish….financial
independence.
Course Objectives
At the conclusion of this course each student
should be able to:
- Describe how to obtain credit reports and
increase FICO scores, explain the correct/responsible
methods of choosing a credit card, and the
importance of having a good FICO score when
one is planning to invest.
- Develop a personal strategy and know the
importance of a sound, personal budget.
- Implement a personal “six-step” plan
towards financial freedom.
- Understand the correct mentality of investing.
- Describe the responsible methods of investing.
Course Outline
Topic One: The mentality of the wealthy.
Topic Two: Have You Checked Your Credit Today?
Topic Three: The Plan of Attack.
Topic Four: How to Achieve Financial Freedom.
Topic Five: Should I or Shouldn’t I Invest
in the Market?
Topic Six: Don’t Put All Your Eggs In One
Basket.
Topic Seven: Average Down, Average Up.
Topic Eight: Look Smart, Buy Smart.
Topic Nine: What Is The Best Fit For Me?
Topic Ten: Don’t Blink!
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- Black Enterprise
