Gearing Up for the Next Crash

Wednesday March 28, 2018 6:30 PM to 7:30 PM
 

Is the Stock Market set up for a Crash? What should you do with your money during a Stock Market Crash? At this free event we will answer these and many other basic questions about investing. Also, Pizza will be served.

Location- Teton Medical Specialty Center, 2001 S Woodruff Ave, Idaho Falls, ID 83404

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Mind Over Money Investing Class

Wednesday April 25, 2018 6:30 PM to 8:00 PM
 

So many people are doing investing wrong and getting financial advice from the wrong place. At this class we will discuss some investing basics, and talk about big mistakes people are making when it comes to investing.
Enjoy dinner on us while getting good advice on how best to take on retirement planning and investing.

0 signed up so far.

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Investment Account and Tax Planning Basics

Thursday May 24, 2018 12:00 PM to 12:45 PM
 

Josh Kunde, CPA at Poston Denney and Killpack, and Jimmy Hancock, Investment Advisor for Preferred Retirement Options will be teaming up to do a class on the basics of investment accounts and tax planning.  We will discuss all the different investment and retirement accounts available, including 401k’s, Simple IRA’s, Sep IRA’s, Traditional IRA’s, Roth IRA’s and personal investing accounts.   We will discuss strategies to help you save on taxes and get the best investment returns.

Location- Poston Denney and Killpack Conference Room- 3400 Merlin Dr, Idaho Falls, ID 83404

Lunch will be served.

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Estate Planning and Myths of Investing Class

Wednesday May 30, 2018 6:30 PM to 7:45 PM
 

This will be a joint class with Estate Planning Attorney Paul Zumberge discussing the basics of Estate Planning, such as wills, trusts, and other important estate planning topics.

Then we will take a look at the myths of investing that are killing investment returns for most investors. These myths if not fully understood can cost you a phenomenal amount of money over your lifetime. We will talk about what it takes to actually diversify your portfolio and why rebalancing is so important. After tackling the 4 major myths of investing, we will tell you the 3 simple steps to successful investing.

Location – Teton Medical Specialty Center, 2001 S. Woodruff, Idaho Falls, ID 83404

Cost – Free

Food – Sandwich Tree

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Mind Over Money Investing Workshop

Thursday June 28, 2018 6:30 PM to 8:00 PM
 

So many people are doing investing wrong and getting financial advice from the wrong place. At this class we will discuss some investing basics, and talk about big mistakes people are making when it comes to investing.
Enjoy dinner on us while getting good advice on how best to take on retirement planning and investing.

Cost : Free

Location: Teton Medical Specialty Center, 2001 S. Woodruff, Idaho Falls, ID 83404

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Myths of Investing Webinar

Wednesday July 25, 2018 4:00 PM to 4:45 PM

You are invited to join us as we take a look at the myths of investing that are killing investment returns for most investors. These myths if not fully understood can cost you a phenomenal amount of money over your lifetime. We will talk about what it takes to actually diversify your portfolio and why rebalancing is so important. After tackling the 4 major myths of investing, we will tell you the 3 simple steps to successful investing.

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Mind Over Money Investing Class

Thursday August 16, 2018 6:30 PM to 7:30 PM
 

So many people are doing investing wrong and getting financial advice from the wrong place. At this class we will discuss some investing basics, and talk about big mistakes people are making when it comes to investing.

Enjoy dinner on us while getting good advice on how best to take on retirement planning and investing.

Location- Dixie’s Diner in Idaho Falls

 

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Mind Over Money Investing Class

Wednesday October 24, 2018 6:30 PM to 8:00 PM
 

This is a free educational investing class about the right and wrong ways to go about investing.    As a SmartVestor Pro recommended by Dave Ramsey, Jimmy will be honest and simple in his presentation to help you find a more efficient way to invest.     This class is perfect for those new to investing, or those who have never really understood the investments they have.

We will be paying for your dinner, and have limited seating.

Location- Dixie’s Diner, 2150 Channing Way, Idaho Falls 83404

RSVP as soon as possible to get your seat.

 

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