Workshops

Participate in an Investing Guidelines workshop. 


If you’re interested in Applying LEAN principles to wealth management and would like to learn more about this unique investment strategy, consider attending an upcoming Investing Guidelines workshop. 


Lean manufacturing means the process of using the least number of steps to get to the most efficient results. In this workshop, we will demonstrate how our lean investment process can help:

Eliminate waste from the process and our past results FFFWebSeminarGraphic-01.png

Focus on areas of value by streamlining the investment process using 5s processes

Implement strategies to help improve financials outcomes of clients by attempting to eliminate common investment errors such as:

Buying and selling assets at the wrong time

Making emotionally based investment decisions

Focusing on the noise rather than the news


Investing Guidelines
workshops are educational events designed to be interactive, engaging and are structured to encourage dialogue and questions.  Workshops are suitable for people of all ages and asset levels.

To register for an upcoming workshop near you, check out the calendar below and email me the date you would like to attend. Or, call me at (616) 242-2340.

 

January 7, 2020 - WORKSHOP IS FULL – SELECT ANOTHER DATE

6:00 p.m. dinner will be served

99 Monroe Ave. NW, Suite 850

Grand Rapids, MI 49503



January 21, 2020

6:00 p.m. dinner will be served

99 Monroe Ave. NW, Suite 850

Grand Rapids, MI 49503

Yes, Email me that you would like to attend 1/21.  


January 28, 2020

6:00 p.m. dinner will be served

99 Monroe Ave. NW, Suite 850

Grand Rapids, MI 49503

Yes, Email me that you would like to attend 1/28.   


February 4, 2020

6:00 p.m. dinner will be served

99 Monroe Ave. NW, Suite 850

Grand Rapids, MI 49503

Yes, Email me that you would like to attend 2/4. 


February 11, 2020

6:00 p.m. dinner will be served

99 Monroe Ave. NW, Suite 850

Grand Rapids, MI 49503

Yes, Email me that you would like to attend 2/11. 



These events are educational in nature – no company specific product will be discussed.

FINRA's BrokerCheck Obtain more information about our firm and its financial professionals