The Benefits of International Investing – Investor Education Class

We have three class opportunities.

The Benefits of International Investing | Investor Education Class

This class will help investors gain an understanding of the use of International Equities in their portfolios. The traditional 60% equities/40% fixed income portfolio typically includes little, if any international exposure. Learn the benefits of including international investments in your portfolio and the most effective way to integrate them.

Tues., March 25th @ 2:00 pm
(We’ll have Jet’s pizza & watch the Matson Live Show immediately following this class)
or
 Tues., March 25th @ 5:30 pm
(We’ll start the evening with Jet’s pizza & watch the Matson Live Show from 5:30 to 6:30. Class begins at 6:30)
or
Weds., March 26th @ 2:00 pm
(We’ll have Jet’s pizza & watch the Matson Live Show immediately following this class)

Call 888-9465 (leave a message) or email us at: katie@marianfinancial.com to reserve your seats
 
We are limited to 20 people per class so call or email soon to reserve your seat.

Special Investor Education Weekend Class – One Day Only

Online Addiction | Are you or your children becoming Online Addicts with Investing?
Online addiction may be one of the greatest threats to your future wealth.

  • Online addictions are real and growing
  • Online brokerage firms seem more suitable for gamblers
  • Today’s investors demand online access to everything
  • Your children are encouraged to attend this class

This is a MUST SEE class! 

Saturday, February 1st
11:00 am
Lunch & Learn

We will have Jets Pizza for lunch during the class

Call 888-9465 (leave a message) or email us at: katie@marianfinancial.com to reserve your seats

We are limited to 20 people per class so call or email soon to reserve your seat.

 Past performance is not indicative of future performance.

Monthly Investor Education Class Series

3 Classes, 2 dates, In Our Office

 Rebalancing Your Portfolio!

 155

We’re almost at the end of the 3rd quarter! What happens within the first couple of weeks immediately following the end of a quarter? The REBALANCING of our portfolios…only if it’s necessary. What’s really happening when your account is rebalanced? Does it cost you more in fees? In this class you’ll find out what’s in it for you, what’s in it for Matson Money and Schwab. You’ll also learn that not all rebalancing is the same. Many folks say they do it but few do it to the degree Matson Money does for our investors.        

This is a must see class.   

Weds., Sept. 25th @ 10:30 am

 or

Thurs., Sept. 26th @ 2:00 pm & 6:30 pm

 

Call 888-9465

(leave a message)

or email us at: kathy@marianfinancial.com  to reserve your seats

We are limited to 20 people per class so call or email soon to reserve your seat.

It’s All About The Returns!

***Our NEW Office*** 

Monthly Investor Education Class Series

155

3 Classes, 2 dates, In Our Office

 Returns,

Returns, Returns!

Who cares about returns? Hopefully you do. Many companies talk about their returns, usually in a favorable way. Where do these returns come from? Have you ever read the small print? Are they audited to strict industry standards? In this class you will see how our portfolio manager goes to great measures to have their returns audited by a third party. You’ll also learn why some other firms may choose not to have their returns audited.

This is a must see class.   

Tuesday, August 13th @ 10:30 am

 or

Weds., August 14th @ 2:00 pm & 6:30 pm

 

Call 888-9465

(leave a message)

or email us at: kathy@marianfinancial.com to reserve your seats

 We are limited to 20 people per class so call or email soon to reserve your seat.

We are meeting at our NEW office located at 698 Oldefield Commons Drive, Suite 1, Greenwood, Indiana  46142.