Investor Education

We offer many workshops completely free that help inform you, the investor, about investment coaching.  Through these workshops and personal meetings with our coaching team, your investments will be back on track and you will be educated in the confusing field of finances.

Save the Investor, Save the World 9/22/11
The Save the Investor, Save the World workshop helps explain why financial planning is so difficult for many people.  It offers deeper information into the world of the investor’s thoughts and thought process and helps explain why your past investments may have failed.

Choosing Your Investment Philosophy 2/9/12
We explain what drives typical investor’s decisions and address the overall emotion and pressure that coincides with making investments and your expectations of those investments.  We also discuss why some of your past investment theories may be counter-productive.

History of Investing 3/8/12
We discuss how investing came to be and the important historical figures behind the beginning of investing.  How are these views interpreted in the investment world today?  We’ll let you in on the secret.

Defeating Your Money Demons 4/12/12
You may believe that the larger a portfolio becomes the less worries you will have about your investments and money.  In reality, for some people, the more money they accumulate, the more uneasy they become.  We discuss how to relax with your investments.

Rebalancing: Putting Discipline and Risk Management on Autopilot 5/10/12
Diversification is an important part of making investments and we can teach you how!

You Tell Me 6/7/12
Why is diversification the right investment opportunity to pursue?  You tell me…