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Events - Smart Plan Investing

At SmartPlan Investing we have found that there is a profound difference in one’s investing journey when they work with a coach.

A coach will help you transform your experience with money and investing in a new and powerful way. 

Roadmap to a Purposeful Retirement

A roadmap to a purposeful retirement is a profound and powerful exploration of your families financial future. This is an opportunity to discover what investing is, how it works, and how it can fulfill on your purpose for life.

This 4 week event runs each Tuesday evening 7-9 pm from July 30 - August 20

Location in Jupiter TBD

Event Date Tuesday, July 30, 2019 7:00 pm
Event End Date Tuesday, July 30, 2019 9:00 pm

We are no longer accepting registration for this event

Roadmap to a Purposeful Retirement

A roadmap to a purposeful retirement is a profound and powerful exploration of your families financial future. This is an opportunity to discover what investing is, how it works, and how it can fulfill on your purpose for life.

This 4 week event runs each Tuesday evening 7-9 pm from September 10 - October 1, 2019

Location in Jupiter TBD

 

Event Date Tuesday, September 10, 2019 7:00 pm

We are no longer accepting registration for this event

Index vs Structured Funds/ Returns Paradox

When it comes to investing we’d like to think we make all decisions based on logic; however, that is often not the case. Our emotions and instincts are not a reliable compass when it comes to investing and they often lead us to do the wrong things at the wrong times. There are psychological traps, triggers and blind spots that cause investors to act irrationally. The media and investing industry aren’t much help in this area and can profit from these behaviors. In this session we will take a deeper look into this topic and discover some steps you can take to help you avoid these traps.

Event Date Thursday, October 17, 2019 10:00 am
Event End Date Thursday, October 17, 2019 12:00 pm

We are no longer accepting registration for this event

Index vs Structured Funds/ Returns Paradox

When it comes to investing we’d like to think we make all decisions based on logic; however, that is often not the case. Our emotions and instincts are not a reliable compass when it comes to investing and they often lead us to do the wrong things at the wrong times. There are psychological traps, triggers and blind spots that cause investors to act irrationally. The media and investing industry aren’t much help in this area and can profit from these behaviors. In this session we will take a deeper look into this topic and discover some steps you can take to help you avoid these traps.

Event Date Thursday, October 17, 2019 6:30 pm
Event End Date Thursday, October 17, 2019 8:30 pm

We are no longer accepting registration for this event

Do you have questions about your financial picture? Let's talk about it.

At SmartPlan Investing we have found that there is a profound difference in one’s investing journey when they work with a coach. A coach will help you transform your experience with money and investing in a new and powerful way. Explore our upcoming events and talk to a coach today to be registered into the coaching program.