You make deliberate decisions about your business. Does your personal wealth receive the same attention?
Building a successful business and investing the wealth it creates require different approaches. Over time, investments can accumulate across accounts, asset classes and countries without a strategy connecting them, and often without accounting for the risks you already carry through your company.
In this interactive 90-minute workshop, Ruben Hornberger shares the five-step framework he uses with his mentoring clients to build an investment system of their own: from understanding where you stand today to a structure that protects your purchasing power and grows with you over the next five, ten years and beyond.
Through real client cases, reflection and discussion, we'll look at your situation as a whole: your business, your private wealth and your goals. We'll explore genuine diversification, sound principles for allocating capital and reviewing your portfolio, and the blind spots even seasoned investors tend to have.
Whether you invest independently or work with an advisor, you'll leave with your Wealth Compass: a clearer view of your overall position, the gaps worth addressing and the decisions that deserve your attention next.
About Ruben HornbergerRuben is a Finance Mentor with over a decade of investment experience and more than 20 years in coaching and mentoring. He works with entrepreneurs and decision-makers across four continents as a sparring partner for their personal finances. Together, they build investment systems designed for stability and sustained growth that clients understand and can confidently manage themselves.
Limited to 25 participants. Priority given to RedBridge members and friends.
When and Where
📅 26th November, 18:00 - 19:30📍 Central Lisbon
***Disclaimer: This workshop is for educational and informational purposes only. Nothing shared during the session is investment, financial, tax or legal advice, and attending does not create an advisory relationship with the speaker or Red Bridge Lisbon. Views expressed are the speaker’s own and do not represent Red Bridge Lisbon. All investments carry risk, including the possible loss of capital, and past performance is not a guide to future results. Please do your own research and consult a licensed professional before making any financial decisions. Red Bridge Lisbon accepts no liability for decisions made on the basis of this session.
Mr. Hornberger may offer paid coaching or advisory services, and any engagement is directly between attendees and Mr. Hornberger.***