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Develop Habits of Successful Investing

Saturday, November 10th 11:00 AM - 1:00 PM

 

Call or email Kara, to reserve your spot today!

Learn How Improper Expectations Could Lead to Disaster & How to Set Proper Expectations for Prudent Investing.

Guests welcome by invitation only from a client. Spread the word to important people in your life! Join us with other investors and share your questions, concerns, and wisdom. There will be both seasoned investors and rookie investors in the room. Learn from the wisdom of the crowd. Getting together as a group is powerful and insightful. You know what we teach and how important it is. We will teach you how to be a successful investor for your lifetime, what to do, and what not to do, so you avoid the traps and pitfalls most investors make over and over again. This is a powerful, fun, and informative investor coaching class.

 
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A Christmas Mystery Client Appreciation Event

Ninth Annual Client Appreciation Christmas
Saturday, December 8th 1:00 PM - 4:00 PM

This year we have an event that will be loads of fun and full of mystery! We welcome and encourage clients to bring guests to this client appreciation event, but due to limited space, we ask that you only bring adult guests, that you feel it is important for them, to introduce them to us. You know what we teach and how important it is to share with all investors! We are doing a toy drive this year! Please bring a new unwrapped toy, book, or game to help less fortunate children experience the joy of the holidays.

This event is going to be so much fun,,,you'll never forget it!
 
We’ve hired Eric Sharp and his team from Sharpo! Entertainment to put on a Mystery Dinner Theater for our group. Plus, we will also be having another great Christmas dinner from Texas Roadhouse. How cool is that...dinner and mystery for a nice small group of friends. We expect to fill up rather quickly so call Kara today and reserve your spot for both you and your guests! It’s going to be awesome!

Everything is on us...All inclusive for you and your guests!
- Awesome catered Christmas Dinner by Texas Roadhouse
- Music, mingling, mystery, and fun!
- Murder mystery theater dinner show
- Plus, we have a few surprises up our sleeves
- And...you can’t put a price on family, friendship, and this kind of experience

There is only room for 50 of our clients and your guests.  So, do not wait to respond to this invitation. Reservations will be accepted on a first-come basis. We will not be able to accommodate more than 50. We look forward to spending time with you and your guests.

 

 

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27192 Newport Rd. ▪ Suite 4 ▪ Menifee, CA 92584  |  951-679-2065 or 888-294-0648  |  CALIFORNIA RESIDENTS ONLY