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