Monthly Money Calls
Our monthly money calls are designed to educate, empower, and inspire you in your financial life. This series offers exclusive access to experts in the field of money and abundance to help you build a strong financial foundation and create the life you’ve been dreaming of.
MARCH 2022
Demystifying Wall Street with David Steele
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Wall Street. It’s a convoluted, confusing and utterly mind-boggling world. But the truth is that stock market lingo is intentionally created to make consumers believe that Wall Street is more complicated than it actually is.
Join us for this month’s Everyday Abundance monthly call with David Steele, Founder and Managing Partner of One Wealth Advisors. David will help lift the veil behind the facade of the suits, bells and tickers. He will also give us the inside scoop of how he works with his clients to help them lead more fulfilling and successful lives.
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On this call we will discuss:
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💵 How managing your financial affairs is actually very simple.
💵 Successful strategies for positive outcomes in the stock market.
💵 The biggest mistakes people make when trading/investing.
💵 How getting clear on personal goals and desires is the first step to success.
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Monday, March 28th, 6:00pm - 7:15pm PST (via Zoom)
Calls are recorded and sent to registered participants.
Donate to register (sliding scale, minimum $10 donation). All proceeds from this call will go to Drawbridge.
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Registration is now closed for tonight's live event, however you can still donate to receive the recording.
As the Founder and Managing Partner of One Wealth Advisors, David sets the strategy, vision, and culture for the firm, leveraging his nearly 30 years in finance and as an entrepreneur. A person of many interests, he manages to balance logic with creativity through his varied unexpected activities. David has worked hard to help build a firm that acts as a true fiduciary for our clients, always placing the interests of those we serve above everything else. The firm’s north star is helping people lead happier and more peaceful lives.
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Though his primary role is Managing Partner of One Wealth Advisors, he is also the Founder and a Principal Partner of the Flour + Water Hospitality Group as well as an avid supporter of local arts and cultural organizations. He is on the board of both Playground, a non-profit playwright incubator, and Zero Food Print, an organization that works with restaurants all over the world that are committed to fighting climate change.