Description:

This class is a high-level overview of how investing works, what goes on behind the scenes, and  how to use science and academics to build your portfolios. We will discuss four of the biggest myths in the industry that investors believe are true and use to build their portfolios.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Wednesday, April 5, 2023
06:00PM - 07:15PM

RSVP:

RSVP by 12:00PM on April 5, 2023.

Description:

This class is a high-level overview of how investing works, what goes on behind the scenes, and  how to use science and academics to build your portfolios. We will discuss four of the biggest myths in the industry that investors believe are true and use to build their portfolios.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Wednesday, June 7, 2023
06:00PM - 07:15PM

RSVP:

RSVP by 12:00PM on June 7, 2023.

Description:

This class is a high-level overview of how investing works, what goes on behind the scenes, and  how to use science and academics to build your portfolios. We will discuss four of the biggest myths in the industry that investors believe are true and use to build their portfolios.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Wednesday, May 3, 2023
06:00PM - 07:15PM

RSVP:

RSVP by 12:00PM on May 3, 2023.

Description:

This class is a high-level overview of how investing works, what goes on behind the scenes, and  how to use science and academics to build your portfolios. We will discuss four of the biggest myths in the industry that investors believe are true and use to build their portfolios.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Wednesday, February 15, 2023
06:00PM - 07:15PM

RSVP:

RSVP by 11:00AM on February 15, 2023.

Description:

This class is a high-level overview of how investing works, what goes on behind the scenes, and  how to use science and academics to build your portfolios. We will discuss four of the biggest myths in the industry that investors believe are true and use to build their portfolios.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Tuesday, April 4, 2023
06:00PM - 07:15PM

RSVP:

RSVP by 12:00PM on April 4, 2023.

Description:

This class is a high-level overview of how investing works, what goes on behind the scenes, and  how to use science and academics to build your portfolios. We will discuss four of the biggest myths in the industry that investors believe are true and use to build their portfolios.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Tuesday, March 7, 2023
06:00PM - 07:15PM

RSVP:

RSVP by 12:00PM on March 7, 2023.

Description:

This class is a high-level overview of how investing works, what goes on behind the scenes, and  how to use science and academics to build your portfolios. We will discuss four of the biggest myths in the industry that investors believe are true and use to build their portfolios.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Thursday, March 16, 2023
06:00PM - 07:15PM

RSVP:

RSVP by 12:00PM on March 16, 2023.

Description:

This class is a high-level overview of how investing works, what goes on behind the scenes, and  how to use science and academics to build your portfolios. We will discuss four of the biggest myths in the industry that investors believe are true and use to build their portfolios.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Thursday, March 16, 2023
06:00PM - 07:15PM

RSVP:

RSVP by 12:00PM on March 15, 2023.

Description:

This class is a high-level overview of how investing works, what goes on behind the scenes, and  how to use science and academics to build your portfolios. We will discuss four of the biggest myths in the industry that investors believe are true and use to build their portfolios.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Saturday, June 24, 2023
09:00AM - 10:15AM

RSVP:

RSVP by 12:00PM on June 23, 2023.

Description:

This class is a high-level overview of how investing works, what goes on behind the scenes, and  how to use science and academics to build your portfolios. We will discuss four of the biggest myths in the industry that investors believe are true and use to build their portfolios.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Saturday, February 25, 2023
09:00AM - 10:15AM

RSVP:

RSVP by 12:00PM on February 24, 2023.

Description:

Free Financial Quarterly Investor Meeting for our clients and open to guests. Registration Required.

Where: Virtual Meeting hosted via Zoom

When: 6:00 PM PT  | 75-90 minute meeting |Evening Session

The agenda will include the following:

-How are the portfolios built to handle the volatility?

-Are you prepared for more volatility in a future choppy market?

-What does rebalancing actually mean and how does it help your portfolio?

-We will look at the mechanics and results of the rebalancing that was done in 2020.

-Understand why it is critical for every portfolio to go through the rebalancing process.

-We will cover the debt ceiling and government shut downs.

We will send you the Zoom meeting link the week of the event. Please login to Zoom 5 minutes prior to the start of class.

Date & Time:

Thursday, February 23, 2023
06:00PM - 07:30PM

RSVP:

RSVP by 11:00AM on February 22, 2023.

Description:

Free Financial Quarterly Investor Meeting for our clients and open to guests. Registration Required.

Where: Virtual Meeting hosted via Zoom

When: 12:00 PM PT  | 75-90 minute meeting | Lunchtime Session

The agenda will include the following:

-How are the portfolios built to handle the volatility?

-Are you prepared for more volatility in a future choppy market?

-What does rebalancing actually mean and how does it help your portfolio?

-We will look at the mechanics and results of the rebalancing that was done in 2020.

-Understand why it is critical for every portfolio to go through the rebalancing process.

-We will cover the debt ceiling and government shut downs.

We will send you the Zoom meeting link the week of the event. Please login to Zoom 5 minutes prior to the start of class.

Date & Time:

Thursday, February 23, 2023
12:00PM - 01:30PM

RSVP:

RSVP by 11:00AM on February 22, 2023.