Workshops
All of our clients and their guests are welcomed and encouraged to attend education workshops in addition to one on one wealth coaching on a regular basis. All of these workshops are offered free of charge and this includes all of the colorful and entertaining handouts. Below is a partial list of workshops and we encourage you to always check our calendar of events because we know through experience that it is through these educational workshops and you will become a confident, successful investor.
Separating Myths From Truths: The Story of Investing
- Traditional Investments Myths
- Free Market Portfolio Theory
- Building a Better Portfolio
- Twenty Must Answer Questions for Creating Lasting Peace of Mind
Find how the investment world really works and how to put it to use for your benefit.
Other topics in our current curriculum:
- Discovering Your True Purpose for Money
- Choosing Your Investment Philosophy
- Examining Your Expectations
In addition:
Navigating The Fog of Investing – 65 min feature film Premiering Spring 2008
The Sky is Not Falling
In light of the current market conditions with the stock market fluctuating more wildly every day and real estate crisis appearing to be getting worse before it gets better many of our clients have called with concerns on what this all means to their holdings..
So with the information provided in this workshop you not only know what you should be doing now but what you need to be doing in the future so as to continue to live your dream of a worry free retirement.
Click on our calendar of events to see our most current workshop schedule.
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