Local Investing Classes

Sometimes the best way to learn is in person.

Come out to a live class near you.

Learn and meet like-minded investors.

Come away from the experience knowing how to

live well and retire with more.


5 Common Mistakes Investors Make When Hiring An Investment Advisor

Hiring someone to manage your money can be difficult. With so much at stake, most times your entire retirement nest egg, who can you trust? What questions should you ask? What are some red flags? What are signs of a good advisor? What are your expectations for the advisor? These questions and more will be covered in our informative class that aims to help you avoid making the costly mistake of entrusting your money to someone who may not have your best interest in mind. But fear not, there are trustworthy advisors out there. We'll help you navigate the dificulties to find someone who can help you live well and retire with more.

From: Thu, Jan 24 2019 7:00 PM
To: Thu, Jan 24 2019 9:00 PM
Location: Mt. San Jacinto College, Enterprise Circle West, Temecula, CA, USA

7 Strategies to Avoid Making Common Investment Mistakes

Investing is not easy. Don't make it any harder on yourself by committing these 7, easy-to-avoid mistakes we see investors making over and over again. In class we'll cover the strategies you'll need to save more, hopefully make more, and retire well. See you in class!

From: Wed, Mar 20 2019 7:00 PM
To: Wed, Mar 20 2019 9:00 PM
Location: Mt. San Jacinto College, Enterprise Circle West, Temecula, CA, USA