All of our clients are welcome and encouraged to attend educational workshops in addition to one-on-one wealth coaching on a regular basis. All of these workshops are offered free of charge to existing asset management clients. To find out about dates for upcoming workshops, call us at: 650-373-0088 or click the "Register Online" button below.

Upcoming Public Seminars:

"What Other Financial Advisors May Not Tell You And Why It’s Important For You To Have This Information!"

(All seminars begin promptly)

       To be Announced shortly. Please Check back.                      

Workshops and Educational Events in the Curriculum for Conscious Investing*:

Separating Myths From Truths

What are the myths of investing? Many of the mistakes that investors make are due to the fact that much of the information they receive about investing may just be marketing in disguise. Ever wonder why everyone seems to have a different opinion on how you should invest your money? Ever wonder why an investment that you bought didn't do as well as you had expected? Finding out how the investment world really works in this first step to conscious investing.

Discovering your True Purpose for Money

True Purpose for Money is the first very important step that paves the way toward the goal of achieving long-lasting satisfaction and fulfillment about financial decisions. In this workshop, we will help you identify those things that are more important than money itself. The answers to some key questions will help you identify the values that will serve as your compass for your financial decisions. Find out how you may have been likely trapped in what we call “the Investors' Dilemma”, and then reveal your own True Purpose for Money.

Choosing your Investment Philosophy

A solid, well-understood investment philosophy provides a stable foundation upon which to base future decisions. Once you have an investment philosophy, it will help simplify every decision you will ever have to make about investing. This is one of the most important - but usually overlooked - aspects of investing.

Defeating any "Money Demons" you May Have

Locked within many of us are deeply rooted belief systems about money and what it means. In many ways, we are the sum-total of our beliefs. When you bring your “Money Demons” (Misconceptions) to the level of awareness, you can help defeat them and create new beliefs that lead to different actions designed to produce better outcomes.

Understanding the Dimensions of Risk & Return

The terms "risk" and "return" have different meanings to different people. It's easy to get confused. Understanding the Dimensions of Risk and Return clarifies these frequently talked about, yet rarely understood, concepts of investing.

Focusing on your Future View

Deliberately reveal what is most important so you can clearly focus on making your dreams come true. You will shed new light on what it is you want money to accomplish. In this way, you re-define your own investment "success."

Examining your Expectations

Begin to understand the relationship between expectations and results and you will see that it is quite important in gaining confidence about investing. No matter what it is in life, your expectations are the deciding factor in how you feel about the outcome.

Creating your Core Covenants

Use this step-by-step guide to create your own core covenants. This program walks you through the process of writing core covenants and teaches you how to use them with the important people in your life.

Customizing your Lifelong Gameplan

The final component walks you and your financial coach through a clear process so you can integrate and customize all of the personal information you have revealed throughout the Curriculum. Your Lifelong Gameplan is a comprehensive, cohesive document that merges both the coaching and financial components of your investing future.

Conscious Investing for Increasing Confidence

This necessary component is a fun introduction to all of the concepts in the Curriculum and offers the opportunity to better understand what we call "the human side of investing." Take the Conscious Investor Quiz, learn the Conscious Investor Formula, and begin to ask the "right" questions about investing.

*Please Note:  Each workshop or curriculum topic will be covered in greater detail at our presentation or during a personal consultation.  Any strategy utilizing investments carries an inherent element of risk and any strategy utilizing an annuity is best suited for long term investing.  Certain strategies may not apply or be suitable for all attendees.  For specific estate planning or tax advice, be sure to consult with an estate planning attorney or tax advisor.