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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. 

Separating Myths from Truths of Investing

Things aren’t always as they seem. In this session you will gain insights and learn how to separate what we view as some traditional myths associated with seeking investment advice from what we believe to be the truth about investing.  You will discover how these myths can be destructive to the investor and how to avoid them.

Event Date Tuesday, October 29, 2019 5:30 pm
Event End Date Tuesday, October 29, 2019 7:30 pm

We are no longer accepting registration for this event

Investor Breakthroughs

Intention of the session is to create breakthroughs around mindsets of the American Dream, money, and investing, this includes perspectives from a global and regional point of view.

From the conversations in the room and the community that is created, Power of a breakthrough happens.

Our objective is to guide participants towards freedom, fulfillment, and love around their money that aligns with their purpose for life.

Event Date Thursday, November 14, 2019 8:00 am
Event End Date Thursday, November 14, 2019 11:00 am
Verify, Verify, Verify

One of the many fears investors have when it comes to investing is the fear of giving all one’s money to a fraud, a Con man or Ponzi scheme. In this session we will look at these dangers and identify how one can take steps to avoid such a fate. Learn what and how to verify: who has custody of your money, audited financial statements and returns. You will learn all this and more in this session.

Event Date Thursday, November 14, 2019 10:00 am
Event End Date Thursday, November 14, 2019 12:00 pm

We are no longer accepting registration for this event

Separating Myths from Truths of Investing

Things aren’t always as they seem. In this session you will gain insights and learn how to separate what we view as some traditional myths associated with seeking investment advice from what we believe to be the truth about investing.  You will discover how these myths can be destructive to the investor and how to avoid them.

Event Date Tuesday, November 19, 2019 5:30 pm
Event End Date Tuesday, November 19, 2019 7:30 pm

We are no longer accepting registration for this event

Investor Breakthroughs: - guide to freedom, fulfillment, and love in a global economy

Intention of the session is to create breakthroughs around mindsets of the American Dream, money, and investing, this includes perspectives from a global and regional point of view.

From the conversations in the room and the community that is created, Power of a breakthrough happens.

Our objective is to guide participants towards freedom, fulfillment, and love around their money that aligns with their purpose for life.

 

Event Date Thursday, December 12, 2019 8:00 am
Event End Date Thursday, December 12, 2019 10:30 am

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.