FUTURE WORK AMBITIONS



After I get my Bachelor's I'll start working in a bank's trust depatment or at a pension fund as an analyst

Then I'll go back to school to get my MBA

Once I complete the MBA I'll try to get a job at a mutual fund making recommendations on stocks to a portfolio manager

During this time I will also get my CFA

After I complete the CFA requirements I will take courses in estate planning

Then I will take some tax courses in partnerships,corporations,rental property, international, and other areas that might be beneficial to a wealthy client

After I have gained enough knowledge and experience I will gather 10-20 wealthy investors (probably large clients of the mutual fund I should be running by now)

I will setup a small business offering services in portfolio management, complex tax returns (especially geared to wealthy clients), and estate planning of course

Once I've gathered enough clients and the formation of the business is complete I'll quit my job as a portfolio manager and work fulltime for myself

All of this should be completed by the time I'm 40

And then do this the rest of my life

The End

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