Two of the things we enjoy most about financial planning are keeping up with the latest news and thinking in the field, and sharing what we learn with you.
We're lucky to have clients who are, by nature, lifelong learners. If you're reading this, you're probably one too. You're curious about investment strategies, or risk assessment, or how to share estate planning with family members in a fair, diplomatic way. You want to make informed decisions – and we want to encourage you to do this in every way we can.
That's why we offer free Learning Labs. They're open to everyone (an excellent reason to sign up for our newsletter) and held in a welcoming, relaxed environment.
We think that the less mystery there is in financial planning, the better. Our Learning Labs shine light on subjects ranging from cash flow and balance sheets, to risk management, to how to work with your financial advisor. Sound dry? Come be surprised. We'll give you the inside scoop, reveal what to avoid and what to make the most of, ask you thought provoking questions, and leave you feeling intrigued and confident about what you want to do next.
UPCOMING LEARNING LABS
April 20, 2017
The Right Way to Manage Your Cash Flow and Balance Sheet
May 25, 2017
The Right Way to Choose and Work with a Financial Advisor
September 21, 2017
The Right Way to Manage Risk and Create Safety Nets
October 19, 2017
The Right Way to Manage Investment Portfolios
November 16, 2017
The Right Way to Build Your Generosity Plan
January 18, 2018
The Right Way to Design Your Estate Plan
Examples from Previous Learning Labs: