Education Event Schedule

Client education events are one of the most important things we do. We want all of our clients to know what investments they're in, why they're in them, and what to expect out of them. If you're not 100% certain, come to our events! Reservations are required. Please call us at 310-891-0894 anytime to reserve your spot, or contact us here.

Here's our current schedule:

Separating Myths vs. Truths in Investing

Thursday, November 21, 2019
6:00 PM - 7:30 PM
Our Office
25200 Crenshaw Blvd., Suite 202
Torrance, CA 90505
 

Separating Myths vs. Truths in Investing

Saturday, December 14, 2019
9:00 AM -10:30 AM
Our Office
25200 Crenshaw Blvd., Suite 202
Torrance, CA 90505
 
Wednesday, February 12, 2020, 6-8 PM
Courtyard by Marriott Torrance/South Bay 
1925 W. 190th St.
Torrance, CA  90504
Saturday, March 14, 2020, 9-11 AM
Our Office 
25200 Crenshaw Blvd., Suite 202
Torrance, CA  90505
 
Tuesday, April 21, 2020, 6-8 PM
Our Office 
25200 Crenshaw Blvd., Suite 202
Torrance, CA  90505
Wednesday, May 6, 2020, 6-8 PM
Homewood Suites
3771 N. Lakewood Blvd.
Long Beach, CA  90808
Saturday, June 27, 2020, 9-11 AM
Our Office 
25200 Crenshaw Blvd., Suite 202
Torrance, CA  90505
 
Thursday, July 23, 2020, 6-8 PM
Our Office 
25200 Crenshaw Blvd., Suite 202
Torrance, CA  90505
 
Saturday, August 15, 2020, 9-11 AM
Courtyard by Marriott Torrance/South Bay 
1925 W. 190th St.
Torrance, CA  90504
 
Saturday, September 12, 2020, 9-11 AM
Our Office 
25200 Crenshaw Blvd., Suite 202
Torrance, CA  90505
Thursday, October 22, 2020, 6-8 PM
Our Office 
25200 Crenshaw Blvd., Suite 202
Torrance, CA  90505
Thursday, November 5, 2020, 6-8 PM
Truxton’s
8611 Truxton Ave.
Los Angeles, CA  90045
 
 

Mind over money

Mind over Money is the first session to which we suggest both clients and those new to our firm come.

Investors often rely on television, magazine articles or even hunches, rather than evidence-based concepts, when it comes to investment decisions.

Consequently, investor returns are often much less than what the market has provided. Wall Street often exacerbates the problem using a complicit media reliant on their marketing dollars.

In this session we'll give you a new perspective on your money, how it works and ways to try to make it grow. Learn to follow principles backed by Nobel Prize winners, instead of the latest, greatest hype or horror story coming out of Wall Street.

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Money Demons

The beliefs that we each have about money may have started at a very young age. Some are derived from the culture we live in. When we read, watch television, participate in community events, go to church, or anywhere where money may come up, there are often subtle or not-so-subtle messages about how we should make, spend or invest our money.

Some of these become what we call money demons. Those that interfere with our investing peace of mind.

In this workshop we’ll explore what those demons might be, the emotional benefits or costs that they create, and ways to defeat them.

Myths vs. Truths

Mind over Money is about behavior and discipline.

In Separating Myths from Truths, we talk about the investments themselves. 

This is where I teach the things that you need to know about investing, so that you can make better decisions about your money throughout your life.

The target is that you achieve an understanding that removes your worries with respect to your investments despite the volatility of the world. We believe that understanding may lead to more peace of mind, better finances and ultimately a better future.

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True Purpose for Money

Money itself doesn't make people happy. Money is merely paper, metal, and electronic data. Throughout the course of life, each of us attaches other meanings to money.

True happiness comes from values being realized in your life – relationships, love, excitement, adventure, fulfillment, etc.. Money is a tool and when used purposefully, it helps to create the things that are most meaningful and important to you.

 In this session, we'll work through a series of exercises and discussions to help you achieve your vision for the future and discover what the true purpose of money is for you. Understanding your true purpose for money can entirely shift your mindset about how you manage your income and wealth into the future.

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Five Life-Changing Agreements You Need

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