Resources: 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
|
||||
|
||||
|
May 29th, 2020 at 11am CT
A conversation regarding the mutual fund/ investment industry and what it means for you.
Your investment philosophy and strategy might include stocks, bonds, and cash. Sounds simple enough so why are there so many ideas out there on how to invest? Passive vs actively managed accounts? What is a structured portfolio? How about Mutual Funds? ETF vs Index Funds? We’ll address these issues and many more.
Please register on Zoom to get your login information.
https://us02web.zoom.us/meeting/register/tZcrcOytqDsqHNW5KxnDrlyk5U-p9Zb9q6_L
June 3rd, 2020 at 6:30pm CT
A conversation regarding the mutual fund/ investment industry and what it means for you.
Your investment philosophy and strategy might include stocks, bonds, and cash. Sounds simple enough so why are there so many ideas out there on how to invest? Passive vs actively managed accounts? What is a structured portfolio? How about Mutual Funds? ETF vs Index Funds? We’ll address these issues and many more.
Please register on Zoom to get your login information.
https://us02web.zoom.us/meeting/register/tZ0scu-qqz4qE9cgfTC2JU57hN006t22H_C-%20%E2%80%8B
June 17, 2020 at 6:30pm CT
Empowered Investor Series #3 Opinions: ‘Alternative Investments’ What are they? Do they have a place in your financial world?
Hedge funds? Gold or Silver? Real Estate?
Join the conversation and be Empowered through Knowledge
Please register on Zoom to get your login information.
June 19, 2020 at 11:00am CT
Empowered Investor Series #3 Opinions: ‘Alternative Investments’ What are they? Do they have a place in your financial world?
Hedge funds? Gold or Silver? Real Estate?
Join the conversation and be Empowered through Knowledge
Please register on Zoom to get your login information.
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
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
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.
Separating Myths from Truths of Investing, Knowing the Crucial Difference
7/31/2020 at 11am-12:30pm 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.