Our 4th
Lunch & Learn session, Investment Planning- Six
Mistakes Investors Make, was an
impactful session. There are literally hundreds of products and strategies
that can impact the success of any person’s financial goals and dreams. We used this session to identify key mistakes
that investor’s make that can get in the way of the kind of performance they
would feel satisfied with. If you can
understand what these mistakes are and avoid them, you can improve the
probability that you will achieve your long term investment goals significantly.
We always encourage our clients to attend and to bring a few co-workers or friends
along if they are able to get away during lunch. We do however
realize that day sessions can be a challenge for some people who do not have
"lunch hour" flexibility. We have therefore, made a video
recording of the session available on our website.
Click below for the video and for access to the tools
referenced in the session:
--> Investment
Planning- Six Mistakes Investors Make Session |