You went to school to prepare for your career. Now it’s time to prepare for your retirement. In these workshops you’ll learn how to:
- Figure out how much money you will need to retire
- Create your own goals for a successful retirement
- Plan your retirement income to preserve a comfortable standard of living
- Minimize the risk of financial losses before and during retirement
- Say good-bye to working and hello to travel and leisure
Why Financial Education is Important
Due to the shift toward employee-directed retirement planning, the need for sound investing strategies has never been greater. In clear and simple language, these workshops explain time-tested strategies that help you to make informed decisions and show you how to create and stick to a unified investing plan. Whether your objective is to build your nest egg, protect what you already have, or preserve your lifestyle throughout your retirement years, these workshops help you create a solid foundation.
By selecting only the workshops that are geared to your specific circumstances and experience level, you will get up to speed quickly and be able to start applying what you learn right away. You’ll learn how to understand and manage your investment risk, how to construct a highly efficient portfolio, and how to avoid the most common mistakes investors make along the way. Above all, these workshops show you how to assess your financial situation and develop a personalized plan that will keep you on track every step of the way.
The Difference Between Education and Information
You can find investment information and advice almost anywhere, but it’s difficult to know what’s real and what’s just a marketing pitch. Our workshops teach you how to tell the difference between random information and useful knowledge. The workshops are designed to save you time by delivering comprehensive, objective knowledge that you can easily apply to your own situation. When it comes to important subjects like investing and planning for retirement, it makes sense to learn from a reliable, trusted, and unbiased source.
Who Should Take The Workshops
Our Workshops are designed for people who are willing to make a commitment to becoming a better investor. They are highly interactive, and require participation and homework assignments that are designed to reinforce what you are learning. We make sure that you have fully mastered each step in the process before we go on to the next step. The workshops are conducted on a one-to-one basis, with unlimited support for questions and additional details when you need them.
The workshops are for people who want to build wealth and be able to retire while they’re still young enough to enjoy life. Whether you plan to retire 30 years from now or have recently retired, the knowledge you gain in these workshops will deliver rewards throughout your lifetime.
A Sampling of Workshop Topics
Finding out who you are as an investor
Gaining clarity on goal setting and needs analysis
Investing roadblocks and mistakes
Investing for income
Investing for growth
How to write a useful and practical investment plan
Basic facts about the stock market that may surprise you
Stocks, bonds, mutual funds, and ETFs
How to choose the right broker or adviser for your unique set of needs
Can you do it yourself, or should you pay for professional management
Investment risk – what it is, how to measure it, and how to make it work to your advantage
Setting up your accounts
Implementing your plan
Monitoring your progress
Rebalancing and updating your portfolio
What To Do Next
You don’t have to make a long-term commitment to the workshop program right away. We suggest that you pick out a workshop that covers an area that you may already be familiar with, and use it as an opportunity to get to know how the process works. There is a natural progression from one workshop to the next, in terms of subject matter, detail of information, the amount of work required, and the overall intensity of the learning experience. If you start a workshop and find that it’s a little too advanced for you, just put it aside and request the next level down from there.
As with all of our investor education tools, you get to decide what’s working for you and what’s not. We will adjust the program to better fit your needs. The way to get started is by sending us an indication of interest, which will open a dialogue with us about which workshop would be best for you.
