Small Group Coaching and Workshops
A financial coaching workshop designed especially for your investment group or club is a fun and affordable way for you and your friends to learn the basics—and go beyond. Recent small group workshop topics include:
- Making the most of your retirement plan
- Secrets in your mutual fund prospectus
- The best of the Web: an introduction to financial planning and investment resources online
- Using your public library for investment research
- Investors roundtable: weekly stock research workshop
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