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Small Group Coaching and Workshops

Upcoming Events

The ABCs of Investing
Four Wednesdays, starting June 8, 2016, 7–9 p.m.

A financial coaching workshop designed especially for your investment group or club is a fun and affordable way for you and your friends to learn the basics—and go beyond.  Recent small group workshop topics include:

  • Making the most of your retirement plan
  • Secrets in your mutual fund prospectus
  • The best of the Web: an introduction to financial planning and investment resources online
  • Using your public library for investment research
  • Investors roundtable: weekly stock research workshop