As an investment advisor that believes education on the industry is a key to helping investors make We teach educational classes to help people learn more about not only their finances, but also about the financial advice industry as a whole. If you are interested in attending a class or have any questions on our classes, please contact us below.

Understanding your Investments

Location: Rockford Public Schools

Dates: New dates will be added in the near future

Time: 6:30 PM - 8:30 PM

Class Description: This class will provide an unvarnished perspective as to why investment products may be recommended, how to tell if your investments are in your absolute best interest, as well as what to look for in a prospectus. The class also focuses on how to tell the difference between the suitability and fiduciary standard, how to discover the true costs of your portfolio, how financial advisers get paid, and how different investment products operate. Participant questions are encouraged.