Events
Events
We Offer Two Ways to Learn About Investing
Investor Discovery Experience Workshop
The Investor Discovery Experience is a workshop designed to give people a foundational experience so that they can make confident investing decisions moving forward. We teach and coach to achieve the following:- Identify your true purpose for money and ensure your financial decisions align with this purpose.
- Target the enemies of your American dream (Hint: one of the enemies is yourself).
- Discover the myths of investing techniques that can be destructive to returns.
- Learn the academically-sound way to engineer your portfolio.
The event takes place on a Saturday (9am-3:30pm) at the Bayou Bend Collection and Gardens. It’s free to attend!
The address is 6003 Memorial Dr, Houston, TX 77265.
Meals and beverages are provided.
Accommodations can be arranged.
"IDX (Investor Discovery Experience) was practical, engaging, and deeply thoughtful.
More than just a workshop, it helped us understand financial principles in a way that actually sticks. Joe and Matt bring a genuine passion and energy to helping people uncover the why behind their financial decisions, and their commitment to transparency really comes through in the way they teach.
What I appreciated most was how the workshop challenged some common myths about investing and helped us look honestly at not only the external threats to our financial goals, but the internal ones too. It wasn't just about learning how to build a portfolio, but how we could align our money with our purpose. Highly recommend to anyone who wants to invest with clarity and confidence."
- Courtney J (Client Testimonial)
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
Dismantling Myths of Investing Webinar
Did you know:
- There are investing myths that have the potential to destroy your investing peace of mind?
- How stock picking, market timing, and track-record investing can be destructive to you and your family’s dreams?
- There’s an empirically tested investing methodology, based on academic investing principles to help eliminate speculating and gambling with your financial future?