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Money & Your Brain: How Cognitive Biases Undermine Investment Results
(and what to do about them!)
  

Most people are poor investors. According to one recent study, the average equity fund investor lagged the overall U.S. stock market by more than seven percentage points per year between 1984 and 2013. Bondholders did just as badly. Given the impact of compounding, most investors are costing themselves hundreds of thousands of dollars over a lifetime by relying on instinct, emotion, and predic...

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Travels From: Madison, WI
Fee Range: $7,500 - $10,000

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Stop Talking About Money
Having the Honest Conversations Our Clients Need
  

Many of us follow life’s traditional path: education, marriage, kids, house, career, save, retire. As planners, we know how to help our clients reach these goals. But the real value comes in helping clients acknowledge the goals and dreams they’re too scared to admit to themselves. Divorce rates are steadily high and nuclear families are in the minority. What if we could help a client ...

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Travels From: Las Vegas, NV
Fee Range: $1,000 - $2,500

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Pathways to Financial and Life Success
You Can Have It All!
  

Are you aware almost 80% of working Americans are not on track to fund a traditional retirement. Are we aiming for the wrong goal? Have you met someone that did not seem to have a care in the world? Career and financially they were set for life – except nobody cared? Their pursuit of wealth took a toll on those that were closest to them. Or, they were the next heart attack waiting to happe...

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Travels From: Denver, CO
Fee Range: $2,500 - $5,000

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Pin-Point Electronic Trading For All Markets & Time Frames
Investing Wisely - Stocks, Futures, Commodities, Mini-S&P, Nasdaq, Dow, Options, T-Notes, Gold, Foreign Currencies, Forex, Cattle, Hogs, Corn, Wheat,
  

Pin-Point Electronic Trading For All Markets & Time Frames 1. My Credentials 2. Why Pin-Point Trading Is Profitable A. Precise Buy & Sell Entry Points B. Precise Stops C. Precise Profit Points D. Day Trading, Inner Day Trading, Intermediate Trading, Long Term Trading 3. Money Management Skills 4. Become A Professional Electronic Trader In As Little As 5 Days 5. Daily Preparation...

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Travels From: Chicago, IL
Fee Range: $2,500 - $5,000

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Women and Finances
Managing Your Money Well
  

Although this presentation could be for men or women, women often feel left out of financial decisions and it is therefore tailored for them. Does money intimidate you? Are you hopelessly in debt? Do you struggle with money never seeming have enough? Do you need to invest your money to reach future goals? Do you want to make sure your assets go to your family and charities in the way that you ...

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Travels From: Atlanta, GA
Fee Range: $1 - $500

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