Investor Workshops

We conduct regular online workshops for our client, prospective clients, and anyone interested in learning more about investing. See our schedule of upcoming workshops and sign up here.

A wide range of topics are covered during these workshops including:

  • Fundamentals of investing
  • Performance updates
  • The retirement planning process
  • Research on markets and trends
  • The study of Behavioral Finance
  • Performance updates

Recent Workshop Replay

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Speaking Engagements

Our company founder, Mark Patton, has spoken to 100’s of companies and a variety of organizations. One of the largest organizations of CEOs ranks Mark’s educational workshop as one of their best out of more than a 1,000 speakers.

Live workshops can range in length from 1 - 5 hours and speaking engagements are typically 15-30 minutes.

If you are interested in having Mark conduct a workshop for your company or organization, please Contact Us


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