What the Wealthy Do Differently

We believe everyone has the right to sound investment strategies and proven processes to build a more stress-free portfolio and stable retirement.

The “What the Wealthy Do Differently” webinar was developed to explore the seemingly complex world of retirement. Smart investing is not exclusive to the wealthy — with the proper education and effort, it can be simple and even fun.

Our goal is to help you achieve financial security and peace–of–mind and build the retirement you’ve always dreamed of. The “What the Wealthy Do Differently” webinars are free to attend, as we believe everyone should have access to this information.

Meet Your Speaker

Steven Aul ChFC®, CLU®, RICP®
President and CEO

Steven Aul holds ChFC, CLU, and RICP designations and graduated from Ball State, where he earned a bachelor’s degree in accounting. He is a recognized financial commentator, co-author, radio host, and licensed insurance agent.

Known to his colleagues and clients as a seasoned and experienced independent financial professional, he regularly conducts financial workshops and hosts “The Aul Financial Hour — Your Money Matters” radio show on KMOX 1120 AM every Saturday at 7AM and 3 PM. Steve has also co-written articles for CNN Money, Fortune, and Forbes.

Steve resides in Ballwin with his wife, Lori, and their dog, Sophie. His passions include motorcycles, scuba diving, Corvettes, volunteering with local charities, participating in church activities, and spending time with his family.

Steve holds a Series 66 designation and is bound by a fiduciary legal status to hold his clients’ interests ahead of his own. He also holds the National Social Security Advisor Certificate. The core guiding principles of what Steve has vowed to do include:

  • Putting your best interests first.
  • Acting with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  • Providing transparent, full, and fair disclosure of all important facts.
  • Mitigating and disclosing any conflicts of interest.

Steve believes in full transparency in his practice and designations.

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA), a Registered Investment Advisor. Aul Financial Group, LLC and RWA are not affiliated. This seminar is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that the presenter does not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.