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| SPEAKER: |
Peter Mallouk, JD, MBA, CFP |
| DURATION: |
60 minutes |
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We are currently facing the greatest market crisis since the Great Depression. How did we get here and where do we go from here? What should you do to protect your wealth and generate results now?
Vistage welcomes Peter Mallouk, JD, MBA, CFP, one of our top-rated speakers, to discuss the most important financial issues of our time. Peter is one of only 14 advisors featured by both Worth and Barron's as one of the top 100 financial advisors in America. He is also listed as 2008's #1 Advisor in America for Baby Boomers.
Peter will provide a clear synopsis of the current market crisis, as well as how best to make sure you come out of it with your wealth intact, and avoid mistakes many investors make. Iin addition he'll offer practical, actionable solutions for positioning your assets.
• Revenue opportunities in volatile markets
• Investment strategies to generate results now
• Strategies the pros utilize
• The importance of investor behavior
• How this will likely play out, and how best to find new opportunities
Operations, financial, sales and marketing executives
Peter Mallouk is the President and Chief Investment Officer of Creative Planning and affiliated companies. Peter’s companies provide comprehensive wealth management services to its clients, including investment management, financial planning, charitable planning, retirement plan consulting, real estate offerings, tax planning and preparation, and estate planning services.
Creative Planning Private Wealth Management has been providing wealth management services to high net-worth clients since 1982, and currently manages more than $900,000,000 for clients in more than 40 states.
Peter was featured in the August 2007 and 2008 issues of Barron’s as one of the “Top 100 Independent Financial Advisors in the Country.” In 2005, 2006, 2007, and 2008 Peter was featured on Robb Report Worth magazine’s list of the “Top 100 Financial Advisors” in America. He is one of only 14 advisors in America featured on both Barron’s and Worth’s listings of top advisors. Peter is featured in the May 2008 issue of Boomer Advisor as the “#1 Advisor in America for Baby Boomers.” Every year from 2004 through 2008, Creative Planning was featured in Bloomberg Wealth Manager magazine’s “Champions” list of top financial firms in the country. Peter has also been featured since 2004 in the “Top 150 Financial Advisors for Physicians” list in Medical Economics.
Peter graduated from the University of Kansas in 1993 with four majors, earning degrees in business administration and economics. He went on to earn a law degree and Master of Business Administration in 1996, also at the University of Kansas. Peter has also earned a Certified Financial Planner designation.
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