Become A More Confident Investor

At Wisdom Financial we believe that all investors should be encouraged to increase their knowledge of investing. As a result, we offer clients the opportunity to attend regularly scheduled workshops. We call this education process the Investor Education Series. Here are some things that we cover in this workshop series:

• Discovering Your True Purpose for Your American Dream
• Mind Over Money
• The Five Discoveries 
• The Seven Declarations 
• Portfolio MRI
• Gearing Up For The Next Crash
• True Purpose For Money
• Save The Investor, Save The World
• Millennial Initiative
• Verify, Verify, Verify
• Returns! Returns! Returns!
• Defeating Your Money Demons
• Future View
• OMG! Global Economic Armageddon 
• Reality Worksheet
• Engineering Matters
• Separating Myths