Events

There is no fee for these workshops – this is our way of giving back to our clients and our community to improve financial literacy. Have your participant bring a friend! Space will be limited, so please RSVP back to Cher@ClintsmanFP.com to reserve your space.

Back to All Events

A Different Way to Invest

  • The Marq 285 Shady Oaks Drive Southlake, TX, 76092 United States (map)

It seems we are all bombarded daily with financial and investment news, tips, reports, and ideas. Meanwhile, for the past 17 years Clintsman Financial Planning has maintained a disciplined but different approach to investing. Now we are proud to announce we are hosting an informational workshop entitled “A Different Way to Invest” where we will review how we believe our approach to investing favors the client and provides a much better opportunity for financial success. We are pleased to have a speaker from Dimensional Fund Advisors (DFA) join us for this interactive event, where you will get the chance to learn first-hand how decades of academic research has tilted the investment landscape in favor of the investor.

RSVP: https://www.punchbowl.com/parties/ff8a25ae40b086d6b348 

Who should attend and Why:  All are welcome. Many may appreciate a deeper dive into our investment philosophy and others may benefit from a refresher on how important it is to have an investment approach can be that is based on Fee-Only and Fiduciary models. Your friends and family may not even realize there is a better way to invest, and younger adults can avoid squandering years of precious time trying the latest investment fads. Regardless of who attends, you will learn:

  • What is different about the way you invest?

  • What is truly most important about investing?

  • With all the technology we have today, can’t the investment markets be timed and predicted?

  • What do investment professionals know that I may not?

  • How does investing fit into my overall financial plan?

Our firm has always stood for education, and we believe this workshop is another step in helping people learn. Please do not hesitate to reach out to us with any questions about this event at info@clintsmanfp.com. We know you will be glad you attended, and look forward to seeing you there!

Earlier Event: March 27
A Different Way to Invest
Later Event: August 6
Summer Workshop