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 615-851-1950 or go to the Workshops & Events section of our website.
Workshops & Educational Events in the
Curriculum for Conscious Investing
- Navigating the Fog of Investing
See the amazing film Navigating the Fog of Investing.
Click here to see the trailer!
- Separating Myths From Truths
What are the myths of investing? Many of the mistakes that investors make are due to the fact that most of
the information they receive about investing is 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? Find out how the investment world really works in this first step to conscious
- Discovering your True Purpose for Money
True Purpose for Money is the crucial first step that paves the way for 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've been trapped in 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 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 your Money Demons
Locked within each 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 to the level of awareness, you can defeat them and create
new beliefs that lead to different actions and 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 crucial to your peace
of mind about investing. No matter what it is in life, your expectations are the deciding factor in how you feel about
- 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 Peace of Mind
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.