Independent Investor – Financial Independence: Foundations of Personal and Family Investing

By Professor Joel Litman

Chairman and CEO of Valens Research and the Founder and Chief Investment Strategist of Altimetry Financial Research


Tuesday, 18th July 2023



6:00 PM – 7:00 PM EDT

“Success in investing doesn’t correlate with I.Q… what you need is the temperament to control the urges that get other people into trouble in investing.” – Warren Buffett

Professor Joel Litman, Chairman and CEO of Valens Research and the Founder and Chief Investment Strategist of Altimetry Financial Research, will provide an insightful and necessary step-by-step guide for individuals and families to design their financial future at the “Financial Independence: Foundations of Personal and Family Investing” webinar.

In this event, we promise incredibly new insights and education in powerful investing strategies that can serve you a lifetime. You will learn strategies and advice from some of the greatest investors in the world, who saw through Wall Street’s incompetence quite a long time ago.

Gain valuable knowledge and practical advice on evaluating your financial needs, exploring various options, and aligning them effectively. This event empowers you to make informed decisions by providing simple yet powerful guidance.

Professor Joel Litman is one of the most notable anti-Wall Street champions of the individual and family investor. With tens of thousands of readers—including 200 of the 300 largest money managers on the planet AND thousands of everyday family investors—Professor Litman has earned their trust with a 30-year career in researching and exposing flaws in the financial and investment worlds.

In this event, Professor Joel Litman will discuss how to:

  1. Determine optimal investment allocations for fixed income, equity, and securities.
  2. Develop a solid understanding of investment timetables that suit your goals.
  3. Confidently implement individual and family investment strategies.
  4. Understand different investment environments and plan future investments accordingly.
  5. Learn the financial freedom cycle and the effects of each step.

Join us for this transformative event and take control of your financial future.

About the Speaker:

Professor Joel Litman is Chairman and CEO of Valens Research.

Professor Litman has lectured and advised at top programs like Harvard Business School and London Business School, for the U.S. government, including the Pentagon and U.S. Marine Corps War College, for CFA Societies and investment teams from New York to London to Tokyo, and for the global leadership of the world’s largest firms such as PwC and Credit Suisse.

Professor Litman has been interviewed on CNBC, quoted in the Wall Street Journal’s Barron’s Magazine and Institutional Investor, and is a regular author in Forbes. He published “Give My Regrets to Wall Street” in Harvard Business Review and co-authored the highly-acclaimed book, “DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.”

As Chairman of the UAFRS Council, Professor Litman has spearheaded the global use of Uniform Accounting for investment decisions and strategic business analysis.

Professor Litman is a member of the CFA Institute, the global association for investment professionals, and the Association of Certified Fraud Examiners. He is a CPA (Certified Public Accountant), received a B.S. in Accounting from DePaul University, and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.

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