Rosen Workshops and Educational Events

Would you like to learn more about investment strategies? We hold a variety of educational workshops that are open to all. We also provide one-on-one wealth coaching. All of these workshops are offered free of charge to existing asset management clients.

To find out about dates for upcoming workshops, call our office.

Our workshops and seminars cover a wide range of topics, including:

Discovering your True Purpose for Money: the crucial first step. Answering some key questions will help you identify the values that will act as your compass for financial decisions. You’ll identify those things that are more important than money. itself.

Choosing your Investment Philosophy: a stable foundation upon which to base future decisions. Once you have an investment philosophy that fits with your values and is easy to understand, it will simplify every decision you will ever make about investing.

Defeating your Money Demons:
deeply rooted belief systems about money and what it means to us. When you bring your Money Demons to the level of awareness, you can defeat them and create new beliefs that lead to different actions and outcomes.

Understanding the Dimensions of Risk and Return: these have different meanings to different people, and it’s easy to get confused. Understanding the Dimensions of Risk and Return clarifies these frequently talked about, yet rarely understood, concepts of investing.

Focusing on your Future View: what is most important to you in reaching for your goals. You will shed new light on what it is you want your money to accomplish. In this way, you redefine your idea of investment success.

Examining your Expectations: the relationship between expectations and results. When it comes to investing or any area of life, your expectations are the deciding factor in how you feel about the outcome.

Creating your Core Covenants: This program walks you step-by-step through the process of writing core covenants and teaches you how to use them with the important people in your life.

Customizing your Lifelong Game Plan: you and your financial coach will walk through a clear process so you can integrate the personal information you revealed into your investment strategy. Your Lifelong Game Plan is a comprehensive, cohesive document that merges both the coaching and financial components of your investing future.

Conscious Investing for Peace of Mind: a fun introduction to all of the concepts in the workshops and offers the opportunity to better understand what we call “the human side of investing.” Take the Conscious Investor Quiz, learn the Conscious Investor Formula, and begin to ask the “right” questions about investing.