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