Educational Events

As part of our commitment to ongoing education and investor coaching, we offer both virtual and in-person educational events designed to help individuals and families make more confident financial decisions. Our discussions explore evidence-based investing, investor behavior, current market events, and the principles that support long-term financial success.

Whether you’re just beginning your financial journey or looking to deepen your understanding of investing, our events are open to individuals ages 16 and older. We believe financial education should be accessible across generations, empowering people with the knowledge and confidence to build lasting wealth that supports the life they’re intentionally creating.

Explore our educational event topics below, then view our upcoming event calendar to register for an upcoming session.

An educational event designed to help individuals, families  and businesses avoid the most common mistakes that can turn investing into speculating and gambling, often without people even realizing it.

In this session, we’ll cover three big ideas:

  • The hidden myths of investing that can quietly erode your investing confidence
  • Why stock picking, market timing, and track-record investing may derail your family’s dreams
  • An empirically tested methodology, grounded in Nobel Prize-winning investing science, designed to help eliminate speculating and gambling with your money

For years, Wall Street has pushed investors to “follow the markets,” “chase returns,” and “find the next big thing.” But what if that noise has been working against you, fueling emotional decisions and keeping you from the real results your dreams require?

At Mind Over Money, an investor education event, you can discover how to take control of your emotions, ignore Wall Street noise, and invest with science-based principles that support your financial future.

You’ll walk away with insights that could transform how you think about your money and investing.

Successful investing isn’t just about selecting investments—it’s about understanding the principles, behaviors, and disciplined processes that support long-term success.

Our Investor Coaching Series takes a deeper dive into evidence-based investing, portfolio design, investor psychology, and the academic research behind our investment philosophy. Together, we’ll explore topics such as diversification, systematic rebalancing, behavioral finance, fraud awareness, portfolio engineering, and the principles that help investors remain disciplined through changing market conditions.

Whether you’re looking to better understand your portfolio or strengthen your confidence during periods of uncertainty, these educational sessions are designed to help you become a more informed and disciplined investor.

The world and financial markets are constantly changing, but the principles of successful investing remain remarkably consistent.

Our Market Relevant Events examine timely market, economic, and geopolitical topics through the lens of evidence-based investing, helping investors understand current events without losing sight of their long-term goals.

Topics may include market downturns, elections, geopolitical events, tax-loss harvesting, concentration risk, cryptocurrency, and other timely issues that influence investor behavior. These educational sessions provide historical perspective and practical insights to help investors navigate uncertainty with discipline and confidence.

Upcoming Events
Calendar & Registration

Whether you’re interested in attending an upcoming event, joining our event notification list, or scheduling a private educational presentation for your family, organization, or group, we’d love to hear from you.

 

Complete the form below and a member of our team will be in touch.