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“Create Your Own Bank – How to Manage Money Like the Ultra Rich” – Learning Lunch with Eric Patterson
May 25 @ 12:00 pm - 1:00 pm
Eric graduated from Virginia Tech with a BS in Electrical Engineering followed by a commission in the US Air Force. After serving five years active duty, he switched to the Reserves so he could pursue his entrepreneurial passion for Real Estate.
He began working in the financial industry in 2006. However, with the housing industry collapsing soon after his career change, Eric decided to attend graduate school at the University of Denver, where he received a Masters in Real Estate, Finance, and an International MBA.
It was during that time he discovered The Wealth Maximization Account (WMA). The WMA strategy changed his financial trajectory so much that he wanted to share the gift with others as an agent. By passing the certified financial planning exam, he has demonstrated his commitment level to learning both traditional financial planning methods as well as the Infinite Banking way.
Eric's goal with his clients is simple-to help everyday people keep the money they earn, grow the money they keep, and leave a lasting legacy in the process.
He currently lives with his wife, Michele, and dog, Sasha, in downtown SLC.