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. 

Verify, Verify, Verify

Verify, Verify, Verify

One of the many fears investors have when it comes to investing is the fear of giving all one’s money to a fraud, a Con man or Ponzi scheme. In this session we will look at these dangers and identify how one can take steps to avoid such a fate. Learn what and how to verify: who has custody of your money, audited financial statements and returns. You will learn all this and more in this session.

Event Properties

Event Date Thursday, November 14, 2019 10:00 am
Event End Date Thursday, November 14, 2019 12:00 pm
Location
SmartPlan - Jupiter, FL
711 W Indiantown Rd, Jupiter, FL 33458, USA
SmartPlan - Jupiter, FL

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.