Curriculum for Conscious Investing

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