Guide to Financial Success: Top Wealth Building Ideas
Guide to Financial Success: Top Wealth Building Ideas
March 19, 2026 12:15pm to 12:45pm (CDT)
What if two experienced financial advisors sat down, compared notes, and revealed the smartest ideas they’re using with real clients right now?
Join Melissa N. Osika, MBA, and Terry Herr, CFP®, as they open the vault on the insights, frameworks, and strategic thinking that are shaping financial success today. This session brings together some of our most effective ideas and time‑tested concepts for building lasting wealth.
In this engaging session, Melissa and Terry will share:
- The core behaviors shared by successful long‑term investors
- The simple math behind doubling your money—and why it matters
- What it really takes to recover from market losses
- How to stay calm and focused when markets get noisy
- Why “market timing” feels smart but ultimately destroys returns
- How downturns can create opportunities most people overlook
- When lump‑sum investing pays off—and when it may not
- What long‑term return history truly reveals about the decade ahead
These aren't theories — they’re real insights shaped by decades of combined experience.
The views and opinions expressed are those of the presenter, are subject to change with market conditions, and are not meant as investment advice. Information has been obtained from sources believed to be reliable and are subject to change without notification. Information presented is not comprehensive, but intended for educational purposes. Investors must make their own determination as to the appropriateness of an investment or strategy based on their specific investment objectives, financial status and risk tolerance. Past performance is not an indication of future results. Investments involve risk and the possible loss of principal. Any opinions expressed in this forum are not the opinions or views of Herr Capital Managements. LLC. Opinions expressed are those of the speakers only.