Seminars and Presentations

 

Avoiding the Seven Investor Traps

How does one rise above the rest to become an extraordinary investor?  It is achieved by avoiding the traps that average investors continually fall into.  Anyone who is not completely grounded within their current investment strategy has a tendency to fall into at least one of these traps.   “Avoiding the Seven Investor Traps” is basic instruction for the average investor who is looking for a way to become an extraordinary investor.

Originally written as a White Paper, this presentation will also inform even the most experienced investor.

 

The 8 Obstacles Keeping You From Achieving Financial Success

This presentation will change the way you think about money and investing.  It will also change the way you think about the future.  Participants are given the opportunity to identify what type of investor they really are.  By avoiding the typical designations of “aggressive” or “conservative”; participants in this presentation will find if they fall into one of five investor categories…Frustrated, Discouraged, Average, Good or Amazing.

Whether you are an Amazing investor, a Frustrated investor or somewhere in between, understanding how to overcome the 8 Obstacles is critical to your financial success.  What are the 8 Obstacles that you need to overcome in order to achieve financial success?

1. No Direction for Success
2. Financial Professionals
3. Financial Plan Scams
4. Lousy, Disappointing and Mediocre Investment Strategies
5. Investment Pornography
6. Failure to Understand Economic Forces
7. Emotional Investing over Scientific and Objective Investing
8. Improper Protection of Assets

To read more about each of the 8 Obstacles, click on the list above.

 

Evidence-Based Investing

(To be offered starting in 2010.)