At SmartPlan Investing we have found that there is a profound difference in one’s investing journey when they work with a coach.

A coach will help you transform your experience with money and investing in a new and powerful way. 

Investor Breakthroughs

Investor Breakthroughs

Investor Breakthroughs: - guide to freedom, fulfillment, and love in a global economy

When: November 14  2019 8:00 am. - 11:00 am.

Where:
Serendipity Labs
3550 Lenox Rd. Ne Suite 2100
Atlanta, Ga. 30326

Click here to RSVP - $25.00 includes the cost of valet parking.

Continental breakfast will be served.


What you’ll learn:

Intention of the session is to create breakthroughs around mindsets of the American Dream, money, and investing, this includes perspectives from a global and regional point of view.

From the conversations in the room and the community that is created, Power of a breakthrough happens.

Our objective is to guide participants towards freedom, fulfillment, and love around their money that aligns with their purpose for life.


Presenter:

Robroy Wiley - Investor Coach SmartPlan Investing


Panelists:

Danila Palmieri - CEO of Connect HR Strategy - Panelist

Jon Roman - Business advisor at Transworld Business Advisors

Cristina Da Costa - CEO & Founder of CDC Consulting Partners


Agenda:

8:00 am. - 8:15 am. - registration

8:15 am. - 8:45 am. - Panel discussion

“ What is the global mindset, myths, and realities of the American Dream? ”

8:45 am. - 9:15 am. - What are we working for?

9:15 am. - 9:30 am. 19 must answer questions that investors should ask?

9:30 am. - 10:45 am. - Myths & history of Investing - American Dream

Things aren’t always as they seem. You will gain insights and learn how to separate what we view as some traditional myths associated with seeking investment advice from what we believe to be the truth about investing.  You will discover how these myths can be destructive to the investor and how to avoid them.

10:45 am. - 11:00 am. - wrap up  


Who should attend:

    CEOs, Executives, Business Leaders, and Human Resource Personnel
    Young business owners interested in aligning their purpose and mission with their global growth goals
    Technology, Marketing, Legal, Accounting, Software development, Healthcare, Logistics, Supply Chain, and Human Resources

Event Properties

Event Date Thursday, November 14, 2019 8:00 am
Event End Date Thursday, November 14, 2019 11:00 am
Location
Serendipity Labs
3225 Cumberland Boulevard Southeast #Suite 100 Atlanta, GA 30339, US
Serendipity Labs

Do you have questions about your financial picture? Let's talk about it.

At SmartPlan Investing we have found that there is a profound difference in one’s investing journey when they work with a coach. A coach will help you transform your experience with money and investing in a new and powerful way. Explore our upcoming events and talk to a coach today to be registered into the coaching program.