Investor Workshops
Regular online workshops for clients, prospective clients and anyone interested in learning more about investing.
We conduct regular online workshops for our client, prospective clients, and anyone interested in learning
more
about investing. Upcoming workshops are announced to clients by e-mail and on this page.
A wide range of topics are covered during these workshops including:
- Fundamentals of investing
- Performance updates
- The retirement planning process
- Research on markets and trends
- The study of Behavioral Finance
- Performance updates
Speaking Engagements
Our company founder, Mark Patton, has spoken to 100's of companies and a variety of organizations. One of the largest organizations of CEOs ranks Mark's educational workshop as one of their best out of more than a 1,000 speakers.
Live workshops can range in length from 1 - 5 hours and speaking engagements are typically 15-30
Upcoming workshops
No workshop is scheduled at the moment. Contact us to be told about the next one, or watch the recordings in the video library.