Client Center: Events

Events

We provide opportunities for you to fully understand the details of how your money will be working for you.

We offer a variety of educational tools that fit your learning style, your personal schedule and your interests.

Check-Out Our Upcoming Events

 

Jun
30
Tue
Empowered Investor Series #4: Outlook: Glass 1/2 Empty or Glass 1/2 Full? The surprising impact of investor bias in your investment portfolio.
Jun 30 @ 6:30 pm – 7:30 pm

 

6-30-2020 at 6:30pm

Outlook!: Glass 1/2 Empty or Glass 1/2 Full? The surprising impact of investor bias in your investment portfolio.

  • Human beings are not hard-wired for long term investing
  • Since investors are human beings, numerous biases will make the investing process more difficult
  • A positive outlook is extremely helpful, if not necessary for long term investing

Our beliefs and mindset affects our financial success.  Discover the behavioral science of how our brains work and how our humanity often derails our success.

This awareness can empower your decisions around money and save you needless anxiety, worry, and financial duress

Jul
2
Thu
Empowered Investor Series #4: Outlook: Glass 1/2 Empty or Glass 1/2 Full? The surprising impact of investor bias in your investment portfolio.
Jul 2 @ 11:00 am – 12:00 pm

 

7-2-2020 at 11am CT

Outlook!: Glass 1/2 Empty or Glass 1/2 Full? The surprising impact of investor bias in your investment portfolio.

  • Human beings are not hard-wired for long term investing
  • Since investors are human beings, numerous biases will make the investing process more difficult
  • A positive outlook is extremely helpful, if not necessary for long term investing

Our beliefs and mindset affects our financial success.  Discover the behavioral science of how our brains work and how our humanity often derails our success.

This awareness can empower your decisions around money and save you needless anxiety, worry, and financial duress

Jul
29
Wed
Empowered Investor #5: Separating Myth and Truths of Investing
Jul 29 @ 6:30 pm – 8:00 pm

 

Separating Myths from Truths of Investing, Knowing the Crucial Difference

7-29-2020 at 6:30pm CT

A financial education opportunity that takes aim into the ‘how & why’ of investing We’ll discuss ‘what works and what doesn’t work’ with your investing mindset, strategy, and results.

This discussion will give you an understanding of what True investing is and reveal what speculating and gambling is and how to apply this knowledge, take advantage of market returns, manage risk, and costs of investing.

Allow us to help you understand what is truth and what is myth.